We believe the foundations of a strong financial partnership are transparency, trust and performance.

Winner of the 5 Star Wealth Manager Award as seen in Cincinnati Magazine*

The starting point for our investment strategy is a detailed planning process focused on getting your financial goals clear and outlining your total current financial position. From there, we are working together with you to plan and invest for sufficiency. That means having enough of the right financial assets available when you need them for however long you need them to meet your goals.  Please look around our website, and if you have any questions or comments feel free to contact us.

Sincerley,

Fred O. Buckley  

Sean M. Buckley

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A decade of financial surprises has left many financial and retirement plans on life support.  Is your financial plan really ready for the surprises the next decade has in store?

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BFP has faithfully helped it’s clients navigate a range of wealth eroding financial events.  This experience and our philosophy of planning for financial sufficiency attempts to ensure your family has the resources it needs at the times it needs them. 

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Fred is licensed to sell and/or discuss securities products and/or insurance products and/or offer advisory services to residents of the states listed below only: For Insurance Products the states are Kentucky, Louisiana, Ohio and Virginia. For Securities the states are Florida, Georgia, Indiana, Kansas, Kentucky, Louisiana, Maryland, Mississippi, New Jersey, Ohio, Pennsylvania, South Carolina, Texas and Virginia. For Advisory Services the states are Ohio and Texas. Sean is licensed to sell and/or discuss securities products and/or offer advisory services to residents of the state of Ohio. If you are not a resident of one of the above states please exit this website. 
  
 

*The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. It includes less than 7% of wealth managers in the Cincinnati area in 2011 and reflects those scoring highest in client satisfaction. Wealth managers where identified by surveys conducted with 51,000 consumers and 14,500 financial professionals, and evaluated across nine attributes-customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction. Favorable and unfavorable evaluations are included in the score. Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. Wealth managers do not pay a fee to be included in the research or final list. Scores reflect an average of all respondents and may not be representative of any one client's evaluation. Working with a FIVE STAR Wealth Manager does not guarantee investment success.”

**Buckley Financial Planning and Securities America are not affiliated.