Independent advisory Target Buckeye Wealth Management as a two to ten-person independent advisory with fee-based services seeking scalable solutions and technology that supports client transparency, reporting, and onboarding.

Revenue signal capitalize on mid-market growth opportunity given their revenue range of one to ten million, offering scalable custodian partnerships, back-office support, and practice management to fuel expansion without compromising independence.

Technology stack Leverage their use of HubSpot, Microsoft 365, Cloudflare, and analytics tools as a doorway to integrated CRM, marketing automation, client portal enhancements, and cybersecurity services tailored for small advisory firms.

Succession & growth With founders and long-tenured advisors, position solutions around succession planning, practice growth, and transition services to support continuity, onboarding of next-gen advisors, and client retention.

Competitive landscape Differentiate by offering cost-effective, independent, fee-based models and technology enablement that compete with larger firms while aligning with their mission to help clients Live Life Intentionally, appealing to their client-centric ethos.