Buckley Financial Planning, LLC Email Format

Financial ServicesOhio, United States2-10 Employees

Buckley Financial Planning, LLC is a financial services firm based in Worthington, Ohio, offering wealth planning and management through three core services: Financial Planning, Wealth Management, and Concierge Family Services. The firm takes a holistic approach that starts with the initial meeting and seeks to align financial decisions with its clients’ broader life goals. Advisory services are provided through Commonwealth Financial Network, a Registered Investment Adviser, reflecting a fee-based advisory model. The practice is operated by a small team focused on individualized guidance.

The firm aims to help clients define the role of money in their lives and connect financial decisions to personal aspirations. It combines relationship-focused guidance with upfront planning to tailor strategies to each client's unique circumstances.

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