About Us

Why Us

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.

Fee-Based, Fiduciary Family CFO

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.

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.

We continue to grow and are actively seeking candidates to fill the role of Wealth Management Strategist (WMS) Level 2.  This position is an advanced entry level position and we are seeking a candidate with at least two years of industry experience. The ideal candidate will have both the passion to serve as a fiduciary CFO for our multigenerational clients, as well as a passion to support our Community. WMS Level 2 is a full time position offering a base salary + bonus + full benefits (medical, life, disability, retirement plan, etc). Buttonwood is an employee owned firm and as such we offer an career advancement track that leads to the unique position of equity ownership. Click HERE to view the full job description.

If you are interested in joining our Team, please send your resume to Info@ButtonwoodFG.com and we will be in touch within 48 hours.  We look forward to getting to know you!

Careers

Success Stories

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.

Real Estate Investments Demand Too Much

George called us after being referred by his close friend. He was turning sixty-five years old and had worked in the real estate market his whole life. He was comfortable in that arena and his rental homes had treated him right over the years.

George’s challenge was that his current rental homes were taking an enormous amount of his time. He used to enjoy painting and cleaning the different properties, but what used to be a pleasant escape had become a burden. It was no longer so easy to climb underneath the sink to fix a faucet, and the seemingly never-ending painting took away from his time on the golf course.

His goal was to simplify. He had enough assets to be financially comfortable for years if he could find away to create the cash flows that he needed without the work that went with the real estate he currently owned.

After reviewing some options to reduce the taxes he would incur when he sold his various properties, we put a program in place that would create liquidity over the next three years.  We worked with 1031 opportunities to defer taxes, diversify part of his real estate portfolio, and create additional cash flows. We were also able to utilize proceeds from select sales of real estate and reinvest in a well diversified cash flow generating portfolio.

The low tax rates George had enjoyed due to the depreciation of the real estate were maintained by the appropriate use of both tax-free and taxable bonds in his account. A monthly check was deposited directly into his checking account, and the work that had become such a burden with the individual real estate properties was no more.

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.

More Cash From Retirement

My cash flow in retirement isn’t taking me as far as I thought it would. What are my options?

Paul & Betty needed cash flow in their retirement. Or so they thought. When Paul & Betty first came to Buttonwood, the need for cash flow was at center of the discussion. When the question arose, how much money they needed each year, the answer was $70,000. However, an interesting thing occurred, once the Buttonwood team reviewed the tax returns for Paul & Betty…

In the previous 3 years, they made at least $80,000 each year. It turned out Paul and Betty had a cash flow management issue. Paul & Betty had about 10 different accounts, located different brokerage firms. They also held a number of individual stocks and bonds, as well as CD’s at a variety of banks.

The Buttonwood team, after helping with some estate planning needs, established trust accounts, consolidated assets from the multiple accounts and individual holdings into these new trust accounts and began to send out a monthly check.  The irony of the situation was that once assets were organized and consolidated cash flows were actually able to be increased and now Paul & Betty live comfortably on about $90,000 per year in income.

When interest and dividend checks came in for $100 here or $500 dollars there, the money was simply spent going unrealized. By simply consolidating assets and putting a system for tracking cash flows into place Paul & Betty were able to define their budget, determine expenses, and make their retirement dollars stretch much further than they had been able to do on their own.

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.

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.

Leaving inheritances to her three nieces and nephews, as well as a non-profit that was close to her heart, seemed like a dream to Michelle. However, she had no idea how to orchestrate these separate but valuable wishes.

A Desire to Make a Difference

She sought out Buttonwood, told us her story, and we came back with a proposal. We asked Michelle, “What if you established your own private foundation?” She was very pleased with the idea because it truly matched her values and provided her with the ability to leave a legacy that would reach community as well as her family.

One-Year Later

She decided to start the Foundation sooner rather than later so she could experience the impact of her efforts firsthand. Fortunately, we had built flexibility into the plan that allowed us to alter it just enough so Michelle could fulfill her dream. Now she spends most of her free-time reviewing grant applications while Buttonwood coordinates her tax, asset management and other financial day-to-day needs.

If you’re interested in leaving a lasting legacy, let us show you how philanthropy can be incorporated into your long-term financial plan.

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