BUCKEYE FINANCIAL SOLUTIONS, INC.

Overview

Buckeye Financial Solutions, Inc. is an independent Registered Investment Adviser focused on individuals and families, with an owner-operated structure. The firm centers its advisory practice on financial planning and portfolio management for individuals and small businesses, offering both discretionary and non-discretionary solutions. Fee arrangements include a percentage of assets under management, as well as hourly and fixed-fee engagements, which lets the firm tailor pricing to both ongoing investment relationships and one-off planning work. Investment implementation leans heavily toward pooled public funds and mutual funds, with the majority of client assets managed on a discretionary basis. The adviser does not position itself as an active ESG investor. Its record shows use of outsourced third-party managers for certain strategies, and a willingness to blend traditional fixed income and equity fund allocations with income-producing instruments where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices