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

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?

So Many Decisions in Retirement

I’ve made it to 60 and can retire… now look at all these decisions!

Pat was turning 60 and it was time to retire! Fishing trips, vacations to visit the kids, and doing some part time consulting were all finally going to become a reality. So Pat began to work on some cash flow calculations based upon the information provided to him from his previous employers.

One of the jobs that Pat held was with the State of Missouri so there was a pension plan. At another position he had earlier in life, Patrick had a 401(k) plan. Pat also had an IRA, CD’s and regular investments. 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? Should he cash in the State plan and allow the money to grow as he didn’t need it right away? Should he take cash flow he needed today from his 401(k) or from the State retirement plan? How much would he need? What could he take out without causing big tax problems or depleting his assets??

This was when a friend of his directed him to contact The Buttonwood Team. Pat came to the Buttonwood offices with a big pile of paper and more than 100 questions he had written down on the yellow notebook tablet. We started with question one and statement one and worked our way through.

In the end, Pat implemented a variety of different strategies, taking advantage of the strengths of each one of the retirement plans and investment accounts that he had.  Today Pat is enjoying the life he worked so hard to save for over the years and Buttonwood takes care of all the day to day issues surrounding Patrick’s financial life.

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.

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.