Our Story
After years in the brokerage industry, it became clear there was a better, more transparent way to help clients pursue their financial goals.
History
Buckley Investment Group was founded in 2003 with clear principles of being independent of any broker-dealer or bank, having complete transparency in fees and account performance, and, most importantly, by acting as a Fiduciary where the client’s goals and best interests always come first. No exceptions.
Since then, Buckley Investment Group has evolved into a full-service boutique firm, providing investment consulting, financial planning, and tax planning.
We provide customized wealth management and financial planning services in an open and transparent format. Our approach gives us the opportunity to design solutions tailored to our clients no matter the stage of life they are in.
Our objective is to remain aligned with your goals while maintaining transparency – from our fee structures to the investments and solutions we recommend. We take a holistic approach to our clients’ unique requirements for financial planning and wealth management.
Our Approach
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.