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Built for the long run.

Our model only pays off if clients stay. Many have, for a decade or more. We do not publish names or logos without permission — we work under NDA. The proof is the structure of the firm, not a wall of marks we do not have the right to show.

The incentive

Since 2003 we have measured ourselves by one thing: do clients stay?

They do. The carrier-residual model means we only earn while you remain a happy customer, so the incentive built into Buckeye is retention, not the next sale. When a relationship lasts ten, fifteen, twenty years, that is not loyalty we bought with lock-in. It is the model working as intended.

23yrs
OWNER-LED
Same founder since 2003, and a team that has largely stayed put.
500+
CLIENTS SERVED
Relationships built one renewal at a time. We do not publish the names.
0
OUTSIDE INVESTORS
Zero outside pressure to chase short-term revenue. Zero debt.
Retention, in writing

Relationships that outlast any one contract

No named testimonials on this page. We do not invent quotes, and we do not put a logo up without permission.

01

The same owner

Jonathan founded Buckeye in 2003 and still runs it. The advisor you sign with today is the one you work with years from now.

02

No lock-in

Every contract is in your name. Clients stay because they want to, not because they are trapped in a term that serves us.

03

Aligned incentives

We are paid a residual only while you stay. Doing right by you over the long run is literally how we get paid.

04

A documented succession plan

The relationship is built to outlast any single conversation, with a written plan so continuity never depends on one person’s calendar.

05

Under NDA, always

We do not publish client names or logos without permission, and your network details and invoices stay yours.

06

Revisited every renewal

We track your renewal calendar and re-benchmark at each one, so staying is always a fresh, earned decision.

What you actually get

What a long-term client gets from us

Keep reading

Related

If you want a firm that only gets paid if you stay, start with 30 minutes.

No retainer, no lock-in, no named-logo theater. You deal with the principal from the first call.

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