Best Financial Advisor in Kansas City, Overland Park & Leawood Ranking

Macy Vulgamore • March 19, 2021

The Team at Buttonwood Financial Group, LLC is honored to be included in AdvisoryHQ’s list of “Best Financial Advisors in Kansas City, Overland Park and Leawood – 2021” With so many options in the financial marketplace, it can be overwhelming to find the right fit for those in search of financial services. Resources such as AdvisoryHQ provide consumers with rankings based on key factors and services provided by advisory firms.

At Buttonwood, we don’t strive to be the “biggest” firm in Kansas City: Rather, we strive to be the best financial advisory firm, period. From our Strategic Family CFO approach for holistic and multigenerational financial planning, to appreciating our role as fiduciaries, we are proud to be honored as one of the 10 Best Financial Advisors by AdvisoryHQ and will always serve our clients and community with the highest level of care.

Contact us today for an informal conversation to learn how our Family CFO Services may benefit you and your family.

Recent Buttonwood Articles

Buttonwood Advisor reviewing year-end tax strategies

7 Steps to Optimize Your Tax Strategy Before Year-End

By Vince Pastorino • December 4, 2024
As you gear up for a busy holiday season, year-end tax strategies tend to take a back seat, right? We get it, and we’re here to provide a summary of helpful year-end tax tips that are simple to implement!
Buttonwood Investment Policy Committee Update

Investment Policy Committee Update - November 2024

By Kyle Hogan • November 18, 2024
In our September rebalance for nontaxable assets, we adopted a cautiously optimistic stance, decreasing risk slightly due to election uncertainties.
Buttonwood Financial Group Investment Policy Committee Update

Investment Policy Committee Update - September 2024

By Kyle Hogan • October 8, 2024
After the stock market rally in the first half of the year and amidst the uncertainty of the upcoming election, for assets without tax implications, we are reducing risk by trimming some of the overweight for our active positions.
Two people on a sailboat enjoying retirement after implementing the Mega Backdoor Roth IRA strategy

Mega Backdoor Roth IRA Strategy

By Mitchell Smith • August 20, 2024
The Mega Backdoor Roth strategy allows individuals to contribute to both a Roth IRA and a Roth 401(k), then add a third Roth component to their savings. In this update we share what you need to know about this strategy, and how to work through the details to implement.
Roll of

Keeping Election Year Headlines in Perspective

By Jon McGraw • July 19, 2024
As the 2024 election season heats up in the U.S. it’s natural for us humans to feel a sense of unease. But here is something to remember: fixating on sensational headlines can be detrimental to your financial well-being.
Buttonwood Investment Policy Committee Update

Investment Policy Committee Update - June 2024

By Kyle Hogan • June 14, 2024
As we enter the summer months, our existing bullish stance remains intact.

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