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