Strategic Wealth Management for a Confident Future
Personalized financial guidance backed by decades of expertise.
Who We Are
Since 1998 Buckeye Financial Solutions has empowered individuals, families, and corporations to protect and grow more than $2.4 billion in assets. From our headquarters along the Scioto River in Columbus, we serve clients nationwide with Midwest integrity and Wall Street precision.
Our mission is simple yet profound: Empowering clients to achieve financial independence through unbiased advice and disciplined investment management. Every portfolio is crafted in-house by credentialed professionals who are bound by a fiduciary oath.
Core Values
- Fiduciary Responsibility — your interests come first, always.
- Integrity & Transparency — no hidden fees or fine print.
- Continuous Learning — our team averages 45 hours of CE annually.
Regulatory Disclosure: Registered Investment Advisor • FINRA & SEC compliant • SIPC-insured custodians
Our Services
Wealth Management
Customized portfolios, active tax-loss harvesting, and quarterly performance reviews for clarity and confidence.
Retirement Planning
401(k) rollovers, Social Security optimization, and sustainable income modeling designed to last a lifetime.
Corporate Finance Consulting
Capital structure optimization, M&A advisory, and enterprise risk mitigation for growing businesses.
Tax Advisory
Integrated tax planning aimed at reducing liabilities and enhancing after-tax returns.
Investment Portfolio Management
Strategic asset allocation driven by our proprietary Buckeye Risk Spectrum™ methodology.
Technology & Security
Platforms
- Orion Advisor Tech
- eMoney
- Salesforce Financial Cloud
Security Protocols
- 256-bit SSL encryption
- Multi-factor authentication
- Quarterly SOC 2 audits
Client Portal
- Real-time portfolio view
- Encrypted document vault
- Performance dashboards
Investing for Performance & Planet
Our ESG portfolios screen over 7,000 securities for carbon footprint, diversity metrics, and governance scores, delivering impact without sacrificing returns.
Avg. Carbon Reduction
Female-Led Boards
Renewable Revenue
Client Voices
“Buckeye’s data-driven approach grew our family trust by 14 percent in a challenging year.”
Maria Delgado — Owner, Delgado Logistics
“The corporate finance team streamlined our capital raise and saved us substantial dilution.”
Mark Thomas — CFO, TechWave Inc.
“Transparent fees and proactive communication make Buckeye the most refreshing advisory firm I’ve worked with.”
Priya Menon — Partner, Summit Law Group
“Our non-profit endowment is now fully aligned with our mission thanks to their ESG team.”
Ethan Ross — Director, Heartland Scholars Foundation
“Quarterly reports are so clear my board actually enjoys reading them.”
Angela Kim — Treasurer, Mid-Ohio Arts Council
Leadership Team
John Baxter, CFP®
Chief Executive Officer
Fun Fact
John ran his first marathon at age 48 and now coaches local high-school track athletes.
Lisa Howard, CPA
Chief Financial Officer
Fun Fact
Lisa is an avid beekeeper and donates honey sales to STEM scholarships for girls.
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Request a Consultation
Buckeye Financial Solutions
4257 Riverside Drive, Suite 210
Columbus, Ohio 43215
Phone: +1 (614) 555-3728
Email: info@bmw53.autos
Hours: Mon–Fri 8:30 AM – 5:30 PM ET