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 We do not publish names or logos without permission — we work under NDA.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.
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.
No named testimonials on this page. We do not invent quotes, and we do not put a logo up without permission.
Jonathan founded Buckeye in 2003 and still runs it. The advisor you sign with today is the one you work with years from now.
Every contract is in your name. Clients stay because they want to, not because they are trapped in a term that serves us.
We are paid a residual only while you stay. Doing right by you over the long run is literally how we get paid.
The relationship is built to outlast any single conversation, with a written plan so continuity never depends on one person’s calendar.
We do not publish client names or logos without permission, and your network details and invoices stay yours.
We track your renewal calendar and re-benchmark at each one, so staying is always a fresh, earned decision.
No retainer, no lock-in, no named-logo theater. You deal with the principal from the first call.