Buttonwood Financial Group is a comprehensive wealth management firm based in Kansas City, Missouri assisting individuals and families in simplifying the complexity which comes with wealth. Serving as Family CFO, we'll coordinate and integrate your financial life - including taxes, insurance, estate planning, investments, cash flow, retirement, education, and business strategies.
With our office also operating as a community art gallery, Buttonwood fulfills a philanthropic passion to give back to the community. We are uniquely dedicated to supporting the arts, education and other charitable causes. At Buttonwood, we believe in the fact that as wealth builds, life doesn't get simpler - it gets more complex.
With our office also operating as a community art gallery, Buttonwood fulfills a philanthropic passion to give back to the community. We are uniquely dedicated to supporting the arts, education and other charitable causes. At Buttonwood, we believe in the fact that as wealth builds, life doesn't get simpler - it gets more complex.
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About Us
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Our genuine interest in you and the lives of your family is proven through our detailed communications, our fiduciary responsibility and our holistic Team approach to planning and strategy execution. The breadth of experiences across our Team allow us to proactively engage with our clients. We provide solutions to challenges all of us will face as we move through life.
Our Approach
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Individuals and families will find many options when looking for a financial relationship. Buttonwood serves a unique set of clientele: Those looking for a fiduciary Family CFO Team who works for them, not for a big company. Generally, investment managers focus on what they manage - investments.
Tax centric firms focus first on tax, Insurance firms tend to turn to insurance products to address challenges, and legal firms dive deep into estate and law.While often very talented, many of these providers are not synchronized with unique multigenerational family strategy, much less each other. While essential, we often see holes in strategy and opportunities left on the table from these narrower perspectives.
Tax centric firms focus first on tax, Insurance firms tend to turn to insurance products to address challenges, and legal firms dive deep into estate and law.While often very talented, many of these providers are not synchronized with unique multigenerational family strategy, much less each other. While essential, we often see holes in strategy and opportunities left on the table from these narrower perspectives.
Team
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At Buttonwood, our culture is focused on providing clients a comprehensive Family CFO experience. From simplifying financial lives, to implementing solutions for real-world challenges, we remain dedicated to the individual needs of each client. As you move through life and its transitions, the Buttonwood Team is focused one step ahead, ensuring your financial strategy remains on track.
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You are the CEO of your family. Who is your Family CFO? This is the role Buttonwood fills for our clients every day! As Your Family CFO, we provide comprehensive tax, insurance, estate, investment, cash flow, retirement, education and business strategies - all integrated into your life and based around your specific goals.
FAQs
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A: Buttonwood serves our clients in a fiduciary capacity. This means it is our legal duty to act in the best interest of our clients. While it may be surprising that many financial advisors are not held to a fiduciary standard, it is the unfortunate truth. Many advisors are compensated by the Firm they work for and/or through product sales.
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