Buckeye Wealth Management LLC

Updated today

Find your advisor

Client assets under management

$72,133,881

Clients

252

13% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$286,246

About

Buckeye Wealth Management provides discretionary investment management and related financial planning primarily to individual investors, participants in pension or profit‑sharing plans, and trusts, typically working with account minimums around $100,000. In its ADV the firm reports roughly $46.1 million in discretionary assets under management and delivers ongoing portfolio supervision and periodic consolidated reporting to clients.

The firm builds portfolios from a client profile and an individualized Investment Policy Statement, using diversified asset‑allocation models that range from defensive to aggressive and applying an Efficient‑Frontier approach and a Core‑Satellite tactical strategy that may include mutual funds, ETFs, individual stocks, bonds and short‑term options. All client accounts are managed on a discretionary basis with quarterly account reviews, custodial statements sent directly by the custodian, and annual re‑evaluation of risk tolerance and objectives.

A feature that is statistically uncommon among similar supported firms is that firm personnel are licensed to sell insurance products; the brochure discloses advisors may recommend life, long‑term care, health and disability insurance and fixed annuities and may receive customary sales commissions when clients purchase those products through insurance providers. The ADV also discloses limited, resolved regulatory matters involving firm personnel and a resulting period of heightened supervision for one representative, and notes that the firm does not vote client proxies, leaving proxy responses to account owners.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Retirement income strategy Life insurance needs analysis

Fee options

Fixed

One-time non-refundable $750 set-up charge, may be reduced or waived at advisor discretion

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,000 - Or More: 0.50%

Commissions

Advisors may receive commissions for insurance products; insurance products are not provided directly by the firm

Other

Account minimum: $100,000 Minimum fee: Minimum annual management fee generally $1,500 or $375 per quarter Fee-only: Investment management fees based on AUM; financial planning included at no additional cost; additional services such as estate or financial planning consultation may incur separate fees

Main office location

Buckeye Wealth Management LLC

155 Commerce Park Drive, Suite 2

Westerville OH 43082, United States

Number of offices

Most active in

Ohio

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 614-839-2090

Advisors at this firm

Timothy W

CFP®, Series 63

Westerville, OH

Buckeye Wealth Management LLC

Timothy Woodburn is a CFP® with 13 years of industry experience, currently serving as an advisor at Buckeye Wealth Management LLC. His prior roles include positions at TPW Financial, LLC, Adaptation Financial Advisors Inc., Cambridge Investment Research, Inc., Madison Avenue Securities, LLC, and Eischen Financial Group. Buckeye Wealth Management LLC provides continuous investment management and basic financial planning to individuals, trusts, and pension or profit-sharing plan participants. The firm uses customized asset-allocation models with a core–satellite approach, managing portfolios on a discretionary basis for both retail and high-net-worth clients.

General retirement planning Retirement income strategy Life insurance needs analysis

Jeffrey B

CFP®, Series 63

Westerville, OH

Buckeye Wealth Management LLC

Jeffrey Best is a CFP® with 28 years of experience in the financial services industry. He has operated Best Advisory Services since 1998 and has been affiliated with Central Life Assurance Co. since 1990. He is also licensed to sell insurance and engages in insurance sales as part of client financial plans. He is part of Buckeye Wealth Management LLC, a firm that provides investment management and financial planning to individuals, trusts, and pension plan participants. The firm uses customized asset-allocation models and offers discretionary portfolio management, with a focus on modern portfolio theory and a core–satellite approach.

General retirement planning Retirement income strategy Life insurance needs analysis

Donald D

Series 66

Westerville, OH

Buckeye Wealth Management LLC

Donald Depalma is a financial advisor at Buckeye Wealth Management LLC with 26 years of industry experience. He holds a Series 66 designation and has been associated with Capital Estate Services, Inc. since 1993. In addition to his advisory role, he provides non-investment related estate planning consultation on a fee basis and is licensed for insurance sales in Ohio. Buckeye Wealth Management LLC is a privately held firm serving individuals, trusts, and pension or profit-sharing plan participants. The firm offers discretionary portfolio management based on customized asset-allocation models, combining modern portfolio theory with a core–satellite approach, and provides ongoing reporting and account supervision.

General retirement planning Retirement income strategy Life insurance needs analysis

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support