Why Buttonwood Financial Group
We care! 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 Team serves as a point of connection for bringing together individuals and communities, artists and patrons, and wealth and culture. Above all, we are committed to enhancing the wellbeing of every person, family and institution with whom we are connected.
Where We Came From
As early as the mid 1700’s, our nation’s financial traders could be found in action on the streets of lower Manhattan. It was during these years brokers, merchants and auctioneers bought and sold to one another in offices, coffee houses, and marketplaces all over town. In the 1790’s, speculative excess, combined with the lack of a formal trading structure, left the future of our nation’s markets in question.
On May 17, 1792, a group of two dozen traders gathered at their daily meeting place, a Buttonwood tree at 68 Wall Street. Facing chaotic markets, they made the decision to organize their trading. “The Buttonwood Agreement”, as this arrangement would later come to be known, helped to create liquidity and give birth to The New York Stock Exchange.
Today, Buttonwood Financial Group, also founded on the basis of creating conservative order, brings to their clientele financial organization with a personalized focus. Through the combination of the development of conservative growth portfolios based upon asset allocation theory, as well as specialization in fixed income investments, from retirement to estate planning, the lessons taught by our forefathers come to light every day.
How We Operate
Buttonwood Financial Group, LLC is a fee-based SEC Registered Investment Advisor. As such we openly accept the legal Fiduciary duty of care to put our clients’ needs ahead of our own. In our Kansas City office, we employ a fulltime staff of ten, backed up by an extended Team of more than twenty: All salaried employees to avoid the conflict of commissions.
Our fee structure is simple; we are compensated on a percentage of assets we are managing, combined with a minimum retainer fee.
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.
The talent and passion of our Team is paramount to the success of Buttonwood Financial Group. Together we share a common philosophy of strong ethics and exceptional service, fostering a positive and fun work environment. Our Team also shares a sense of pride that runs throughout our company. Pride in our brand, pride in continued leadership and impact in our community and pride in our Team as we design and implement comprehensive solutions for our clients based on a fiduciary foundation of trust.
Ready to talk?
Let’s talk and see if our Family CFO services are a fit for you, your family and your needs.