Fiduciary Standards

Seeking a Fiduciary in Kansas City?

Buttonwood Financial Group serves our clients in a fiduciary capacity. This means it is our legal duty to act in the best interest of our clients. While it may be surprising that some financial advisors are not held to a fiduciary standard, it is the unfortunate truth.

When working with the team at Buttonwood, we implement strategy based upon open architecture technology and fiduciary advice – advice focused on your best interest.

You are the CEO of your Family! As your Family CFO, our attention is on your unique needs and situation. We work with those seeking a long-term relationship focused on developing, implementing, monitoring and simplifying the core aspects of your financial life: Assets & Liabilities, Income & Expenses, Tax, Insurance and Estate.

When it comes to your financial life, we have found investment products generally don't provide the solution, it is coordinated strategy that does. Our Team develops and implements real strategy designed to protect and grow wealth, leaving our clients time to focus on family, career and life.

When investment, business, tax and estate strategy is coordinated through a multigenerational lens, the outcome is impactful and can benefit every generation. Our multigenerational approach works for your entire family; up, down and across generations.

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