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Your Family CFO Team

Your Family CFO

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.

Client Update: Due to increased market volatility, the resulting client service effects, and various other circumstances related to the COVID-19 pandemic, Buttonwood Financial Group will be relying on regulatory relief providing extensions for filing Form ADV and for providing clients disclosure document notifications. The firm expects to submit its Form ADV annual update filing on or before May 14, 2020 and expects to provide clients an offer for an updated copy on or before June 14, 2020. Please contact the firm’s Compliance Department with any questions. 

What We Do

At Buttonwood, we believe in the fact that as wealth builds, life doesn’t get simpler – it gets more complex.  Our goal is to simplify the financial process for families who would like to protect and grow their money.

You are the CEO of your family.  Who is your Family CFO?  This is the role Buttonwood fulfills 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.

Family CFO Services

Client Success Stories

We develop, implement, refine and revise customized strategies for each and every client we serve. Are you ready to explore the benefits of your very own Chief Financial Officer?

More Cash From Retirement

More Cash From Retirement

When the question arose, how much money they needed each year, an interesting thing occurred once the Buttonwood team reviewed the tax returns.

Bonds Called

Bonds Called

He had been the primary earner in the family before he passed away two years ago. They had made a great team and shared much of their life together. However, it was always him who handled most of the investment decisions.

Leaving A Legacy

Leaving A Legacy

Michelle was unmarried, had no children and was blessed by good fortune and a successful career. She wanted to do something meaningful with her wealth.

Real Estate Investments

Real Estate Investments Demand Too Much

He used to enjoy painting and cleaning the different properties, but what used to be a pleasant escape had become a burden. His goal was to simplify.

Selling A Business

Selling A Business

Richard and his wife Edith owned a small business together, which they had poured decades of their heart and soul into.

Retirement Decisions

So Many Decisions in Retirement

As he began to look at the different cash flow alternatives, the options became more and more intimidating. Should he take the annuity from the State and play it safe?

We Believe in ‘Paying it Forward’

Each year our Team contributes thousands of dollars and hundreds of hours toward making our world a better place.

Buttonwood Foundation

Every year, The Buttonwood Foundation donates tens of thousands of dollars to support our communities; our client’s philanthropic passions and strives to help make the world a better place. In 2018 alone, we provided financial support for around 100 organizations our Family CFO Team and clients are passionate about.

Ready to talk?

Are you ready to explore the benefits of your very own Family CFO?  Schedule a conversation today!