About Us

Why Us

The experiences of our Team at Buttonwood allow us to address a wide range of issues you may not know exist in your financial life.  At Buttonwood Financial Group, we are dedicated to maintaining sincere, long-lasting relationships with our clients. We have a genuine, vested interest in their well-being, extending the same courtesy, service and respect that we would our own families. We believe in a Team approach to service that enables us to provide our clients with unrivaled care.

We are active members of the community and serve as a point of connection for bringing together individuals and communities, artists and patrons, and wealth and culture. Above all, we are committed to helping enhance the wellbeing of every person, family and institution with whom we are connected.

History

Prior to founding Buttonwood in 2002, Jon McGraw worked for more than a decade managing offices in a six-state region for a nationwide investment brokerage firm. His team managed more than 100,000 accounts for over 25,000 clients, representing more than $1 billion in investable assets. When that firm was sold to a bank, Jon knew that a huge bank conglomerate was not the right place for our clientele. So he took the comments, complaints, ideas, and wishes he had heard over the years and they became the founding philosophy for Buttonwood Financial Group.

Buttonwood has continued to expand our Team to further enhance our clients’ lives. Our advisors, wealth strategists and client services professionals dedicate numerous hours annually to further our education; allowing us to stay in front of clients’ unique and evolving needs. Our goal is to cover the periphery – widening our understanding and expertise of all aspects of our clients’ financial lives so that we can anticipate the obstacles and resolve them before they develop.

At Buttonwood Financial Group, we focus on complete Wealth Management – tax, insurance, estate, investments, cash flow, and the financial plan to implement strategy. We don’t tell you in which client “box” you fit, we build your “box” to fit your needs. After all, it’s your money, your needs, and your life. To us, client centric means providing personal service from honest, top-notch professionals, 24-hour access to your accounts and financial plans, and an extremely competitive compensation structure.

When proper processes are executed correctly, wealth management, provided by Buttonwood Financial Group, can have a lasting positive impact on your life. We are delighted to serve our growing family of clients and are honored by their trust.

If you have any questions about how we could serve you, or what it means to have a Family CFO, we would love to talk.  Click here to connect.

The talent and passion of our Team members is paramount to the success of Buttonwood Financial Group. Together we share a common philosophy of strong ethics and exceptional service that fosters a positive and fun work environment.

Our team participates in a sense of pride that runs throughout our organization. Pride in a premier financial services brand, pride in our continued leadership in Wealth Management Service and strategy, and pride in our people who create comprehensive solutions for clients using innovative thinking. 

Although we’re not currently seeking additional employees, we are continuing to grow and always happy to see candidates that are interested in working with our Buttonwood family. Below are some positions we are typically seeking as we grow. If you are interested in joining our team, please send your resume and we will keep you in mind for future opportunities.

Careers

Success Stories

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.

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.

Bonds Called

Carol is a widow. Her husband, Dwight, 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, Dwight had always handled most of the investment decisions.

Dwight did a great job of dotting the i’s and crossing the t’s and when he passed away everything went just as Dwight had planned and Carol was able to work through the estate settlement process with little trouble.

Now, a couple years later, statements kept showing up at the house, bonds were being called, cash was building up, and so many of the newsletters and magazines that made perfect sense to Dwight seemed like jibberish to Carol. After receiving a referral from a good friend, Carol was introduced to the team at Buttonwood Financial Group.

We met at Carol’s house and spent several hours reviewing what turned out to be more than a two foot high stack of investment statements that had built up. What Carol needed was a good, old-fashioned spring cleaning and that was exactly where we started.

Once we boxed up the statements and got them back to the office we were able to implement Buttonwood Wealth Management Solutions (BWMS) software so all of Carol’s investments, bank accounts, CD’s, insurance and estate program were accessible in one location – at any time. There were over fifty-eight different investment accounts, which ranged from assets at brokerage firms to stocks held in dividend reinvestment directly with the companies.

In the weeks that followed we were able to establish two trust accounts and two IRA accounts for all the assets to transfer into. With assets consolidated, we were able to establish a regular withdrawal strategy to create a steady and consistent income for Carol.

Excess cash from called bonds was reinvested, the hassle from piles of statements was eliminated and Carol went from spending time daily trying to track her investments to finding time to travel and be with her grandchildren.

Retirement

Mike and Lori, weren’t sure if their current investments would give them enough to fund the dream retirement they were hoping for in 10-years.

Retirement

Mike and Lori weren’t sure if their current investments would be enough to fund the dream retirement they were hoping for in 10-years.

The 2008 Market Correction had hit their overall financial portfolio hard. While their investment accounts had gradually regained value, Lori expressed concern that if anything similar might happen again before or during their retirement, it could prove quite disruptive to their lifestyle. At the same time, Mike was concerned they hadn’t saved enough. So they decided to seek advice.

An Investment Strategy That Made Everyone Happy

They came to Buttonwood, wanting safety and growth over the next 10-years, which at first seemed conflicting. But their goal was clear for us: We needed to implement a combined cash-flow, tax, insurance and investment strategy that would have the flexibility to absorb market risk. Our answer: The Bucket Approach.

The Bucket Approach

Bucket #1 contained safe Investments. This is the bucket that provided ongoing cash-flow in retirement. Subsequent buckets incrementally increased risk and housed growth investments focused on the creation of future income. This risk management strategy allowed us to control potential downside while maintaining the ability to grow assets over time.

Because Mike and Lori had a decade until retirement and their current cash flow was adequate, we de-emphasized the first bucket and allocated more of their investments to the other buckets. As they come closer to retirement, we will accelerate the first bucket by shifting some of their higher-risk investments into more conservative options.

To discuss more in depth our Bucket Approach, give us a call at: (816) 285-9000.