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

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.

Selling a Business

Richard and his wife Edith owned a small business together, which they had poured decades of their heart and soul into.

Selling a Business

Richard and his wife Edith owned a small business together, which they had poured decades of their heart and soul into.

For most of their lives Richard & Edith had focused on their company. Twenty years ago, Richard had started the small business and Edith joined in as the company grew. Eventually they had over 50 employees and all the responsibilities that went with running a business. The company was a great success However, when the offer came in from a friendly group to buy the company for several million dollars it was simply too good of an offer to pass up.

Spending some quality time having fun and living life outside of their business sounded appealing so they worked out the details and sold their business. They had millions in the bank – way over the insurance limit – and that was when it hit them. They were very good at running a business but they only had one chance to correctly invest their life savings, and they needed to do it soon.

After talking with friends, their accountant, and attorney they arrived at Buttonwood Financial Group with what seemed like a simple request: Income for life, please!

After several meetings with Richard & Edith to make sure we understood the full picture, we discovered that they had done a great job of planning but not implementing. Many legal documents including trusts were written but the trusts were never funded. Powers of Attorney were in place for healthcare but not financial decisions.

From there, we went to work. We coordinated updates to their estate planning documents, opened and funded trust accounts, and promptly consolidated assets from over 20 different bank and investment accounts into four appropriate trust accounts. By consolidating accounts, we greatly simplified tax preparation and thus reduced their annual tax bill by more than 50%.

To eliminate concerns about big tax draws as quarterly estimated taxes came due, we met with their CPA and established a “tax account”. Then we set in motion a funding process so that funds to pay upcoming tax bills were automatically deposited into the tax account.

Last but not least, we mapped out an income strategy that would allow for growth of Richard and Edith’s assets while at the same time providing them a monthly income. Their lives were simplified, and bills and income streams that once needed almost daily review were virtually eliminated.

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.