Buckeye Wealth Management, LLC was founded in 2007 with the merger of two advisory practices; Best Advisory Services, LLC (Jeffrey Best) and Capital Advisor Services, LLC (Donald DePalma), with operational experience as Independent Registered Investment Advisors since 1999. Their sole purpose was to be able to offer a totally independent, fee based, Financial Advisory Service to their clients. Now with over 90 years of combined experience, our advisors are dedicated to empowering our clients, through our Personal Financial Officer process, to achieve their most important financial and life goals. Our mission is to help you “Live Life Intentionally”, by achieving your financial and life goals in order for you to live your Ideal Life, the life you were meant to live. We understand that every person has a unique vision of their Ideal Life. We want to partner with you to become your Personal Financial Officer, helping to identify what you most value in life and defining the role money will play in your vision. Visit our website at www.buckeyewealth.com.
| Website | http://www.buckeyewealth.com |
| Revenue | $5 million |
| Employees | 3 (2 on RocketReach) |
| Founded | 2007 |
| Address | 155 Commerce Park Drive Suite 2, Westerville, Ohio 43082, US |
| Phone | +1 614-839-2090 |
| Technologies |
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| Industry | Investment Management, Investment Banking, Finance |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Edward Jones, Financial Services Company, Merrill Lynch, Raymond James, Wells Fargo Advisors, LPL Financial, TIAA +42 more (view full list) |
| SIC | SIC Code 87 Companies, SIC Code 874 Companies |
| NAICS | NAICS Code 56 Companies, NAICS Code 561110 Companies, NAICS Code 561 Companies, NAICS Code 5611 Companies, NAICS Code 56111 Companies |
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Buckeye Wealth Management Questions
The Buckeye Wealth Management annual revenue was $5 million in 2026.
Jeffrey Best is the President and COO of Buckeye Wealth Management.
2 people are employed at Buckeye Wealth Management.
Buckeye Wealth Management is based in Westerville, Ohio.
The NAICS codes for Buckeye Wealth Management are [56, 561110, 561, 5611, 56111].
The SIC codes for Buckeye Wealth Management are [87, 874].
Top Buckeye Wealth Management Employees
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Jeffrey Best
President and COO at Buckeye Wealth Management
Westerville, OH, US15 -
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