Buckeye Wealth Management

History

Established in 1990.

uckeye Wealth Management, LLC offers a full range of financial services and products. Our associates are committed to preserving our respected name as a provider of financial planning and investment services to our clientele. We believe the best client is an educated client, and that you should be knowledgeable in every aspect of your financial relationship with our firm.

We offer our clients investment products from all sectors of the market, including institutional-​level mutual funds not generally available to the public individually or through traditional broker-​dealers. Other benefits to having access to these specialized funds are their comparatively low internal expense charges, no sales charges or «loads», and no trading fees, all which can provide our clients cost savings at several levels.

Our goal is to provide a highly personal level of advisory services, taking the mystery out of investing, managing risk, preparing for retirement, and preserving wealth. By helping you a

Meet the Business Owner

Don D.

Business Owner

Sr. Advisor

Graduate of Ohio State University 1977

English/​Communications Major

Inducted into Sphinx (Senior Honorary)

Married to Barbara; Masters in Early Childhood Development (OSU); retired from Columbus Public Schools as a teacher of Developmentally Handicapped children (Special Ed).

Four children: one daughter a commercial banker with Wells Fargo in Indianapolis, another teaching 5^th grade in Olentangy system; a son practicing as a landscape architect in Ventura, CA, and a daughter practicing law in Columbus as an Asst. Fkln. County Prosecutor… all Ohio State graduates.

Entered financial services industry after graduation from OSU, forming DJ DePalma & Assoc., an independent financial services brokerage in 1981.

1985 earned the CEBA® (Certified Estate & Business Analyst) designation due to my interest in Estate Planning and asset preservation for clients.