Mitchell Smith

Lead Advisor

Areas of Expertise

  • Education Planning (529 Strategies)
  • Health Savings Accounts
  • Net Unrealized Appreciation / Company Stock
  • ESOP
  • Social Security Strategies
  • Small Business Retirement Plans
  • Financial Planning Software

Phone

816-285-9000

  • Personal

    As an architectural studies major, it was an elective Personal & Family Finance course which made me adjust my path. While completing my degree at the University of Missouri and after graduation, my career began through various internships and entry positions in the finance industry. Soon after arriving in Kansas City, I found Buttonwood’s role in families’ lives to fit perfectly with my passion.


    I currently live in the Waldo neighborhood of Kansas City with my wife Brooke, sons Dwyer and Graham, and golden retriever Leo. We enjoy local restaurants, exploring new places, and spend a lot of time cheering for the Chiefs, Royals, and Mizzou Tigers.

  • Professional & Community

    • Lead Advisor, Buttonwood Financial Group, 2018 – present
    • Wealth Management Strategist, Buttonwood Financial Group: 2014 – 2018
    • Board Member, GUILDit: 2017 – present
    • Board Member, Creative Pathways Residential Supports: 2016 – present
    • Client Service Representative, LaBrunerie Financial: 2013 – 2014
    • IRA Specialist, Bank Midwest: 2012 – 2013
    • Intern, Wilkerson & Reynolds Wealth Management: 2011 – 2012
    • Volunteer Tax Preparer, Central Missouri Community Action – 2011
  • Registrations / Licenses

    • CERTIFIED FINANCIAL PLANNER™
    • Life and Health – Insurance License
    • Bachelor of Science in Personal Financial Planning, University of Missouri
  • Download Mitchell Smith's Bio

  • Schedule an Appointment

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