BUCKEYE WEALTH PARTNERS, LLC

Overview

Buckeye Wealth Partners, LLC is an independent registered investment adviser that focuses on serving individual and family clients with financial planning and portfolio management. The firm leans toward equity-centered portfolios and integrates ESG considerations into its investment process. It does not operate as a capital allocator or run proprietary funds; instead, investment implementation relies on third-party managers, mutual funds, ETFs, annuities and select alternative exposure. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed-fee options, which supports both one-time planning engagements and ongoing advisory relationships. Investment activity shows a preference for liquid, exchange-traded instruments for core exposure while using external managers and vehicles for real asset and alternative allocations. Portfolio construction appears tailored to individual and small-business clients, with discretionary management covering the bulk of assets under advice and a portion left non-discretionary for clients who retain trading control or choose advisory-only services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices