Broker Check

Wealth Management

At Buckley Financial Planning, we believe that trust, transparency, and strategy are the foundations of wealth management with our clients. When we custom build a portfolio and manage assets we:

  • Use Individual Stocks, Bonds, and Mutual Funds
  • Utilize Online Performance Reporting Software
  • Evaluate Risk and Asset Allocation

For complete information on our investment process and our overall strategy, check out our Investment Policy Statement.  We want to give you the individual attention that your portfolio needs--to learn how to partner with Buckley Financial Planning, LLC, go to the "Where do I Start?" tab.