As a Registered Investment Advisor, BuckeyeWealth provides a personalized approach to the client/advisor relationship, one that offers full-time portfolio management to help you with your complex financial needs.
We are a fee-based
independent advisory firm, and work with a team of strategic partners to provide expert advice in all areas of complex financial planning. These include CPAs (business and individual), attorneys, banking, life and health insurance providors (group and individual), and 401k administrators. At retirement or job change, and with our guidance, you can take advantage of the tax laws that allow you to convert your employee 401k to a portable, self-managed IRA with a wider and more diverse selection of investment options.
We also offer strategies in
wealth preservation through estate planning, business succession, risk management, as well as personal and corporate pension planning.
Call us at
(614)839-2090 to schedule a free consultation to discuss your financial needs.