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Buttonwood Financial Group Provides Custom Financial Solutions For All of Our Clients.

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.

EXPLORE THE BENEFITS

What We Do

Oftentimes, wealth complicates life. Many successful people find themselves spending too much time managing wealth, leaving too little time to focus on what their wealth is for. Our role at Buttonwood is to help manage your finances and goals to make more time for you focus on the rest of your life.

EXPLORE OUR SERVICES

Family CFO Services

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.

At Our Core

It’s about an ongoing relationship. At Buttonwood, our Team becomes the financial sounding board for the families we work with.
Jon McGraw, President

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.

Read Their Story

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.

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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.

Read Their Story

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.

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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.

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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?

Read Their Story

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

The Buttonwood Foundation, we support the passion prices of our clients. 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 clients are passionate about.

Learn More

Ready to talk?

Let’s talk and see if our Family CFO services are a fit for you, your family and your needs.

Lets Talk