Who We Are
Since our founding in 1996, Buckley Financial Planning, LLC has continually provided a full suite of custom financial planning options for our clients. With our fee-based model, financial expertise, and dedication to full transparency, we put our clients’ needs first and foremost. Our holistic approach to wealth management takes into account every part of our clients’ lives, not just their finances.
Because we start at this relational core, we’re able to build robust financial strategies that allow our clients both to save for the future and also to live their lives fully in the here and now.
Along with our Cincinnati office, we have a regional office in Columbus, Ohio. We currently serve clients from 13 different states.
What We Do
As fee-based wealth planning advisors, we know that your money means a lot.
But we also know that it’s not everything. Your money has purpose. And that purpose is as unique as you.
That’s why, with a rare combination of experience and youthful energy, it’s our job to partner with you to determine what your money should be for. Our services fall into three categories: Financial Planning, Wealth Management, and Concierge Family Services.
From our first meeting on, we take a holistic approach to your unique financial strategy and determine what you want your life to be—not just where your money should go.
Why We Do It
Your financial health is a critical part of your life. We get it. That’s why we’ve dedicated our lives to serve as your guide in navigating a complex and ever-changing financial landscape. We value transparency, integrity, and the relationships we’re able to nurture over the decades with our clients.
Our calling is to build out and implement custom management strategies based on deep research and over 30 years of market experience. And every day that we’re able to wake up, get to work, and do just that is a life-giving one.
Financial markets are inherently complicated. Fortunately, our process is not.
Learn more about what it’s like to work with us!