Best Financial Services in Kansas City

Three Best Rated • August 22, 2023

Best Financial Services in Kansas City

Buttonwood Financial Group is honored to be considered again among the best financial services firms in Kansas City by Three Best Rated! Each financial advisory firm reviewed by Three Best Rated face a rigorous 50-point inspection, including: customer reviews, history, ratings, satisfaction, trust, cost, and general excellence.


Businesses do not pay Three Best Rated to list them, ever. Their team believes that local businesses provide better and personal services.


In our role as Family CFO, we provide comprehensive wealth management. We coordinate and integrate your financial life - including tax, insurance, estate planning, investments, cash flow, retirement, education, real estate, and business strategies. We provide the highest level of care possible when it comes to our clients. We are proud to be recognized as one of the best financial advisors in Kansas City. If you would like to explore the benefits of your own Family CFO, contact us today for a consultation!


Thank you to Three Best Rated for acknowledging the Buttonwood Financial Group Team.

Recent Buttonwood Articles

A clock on a desk with a pen and notepad.

Your Tax Season Checklist

By Mitch Gasbarro • February 19, 2025
As tax season approaches, it's crucial to get organized and prepared. Whether you're working with a tax professional or handling your taxes on your own, a little planning can go a long way in making the process smoother and avoiding costly mistakes.
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.

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