Not just wealth. Wealth with purpose.

As wealth grows, life becomes complex. Many successful people are challenged to find the time to both properly manage wealth and focus on their interests and passions. That’s why we exist. Our goal is to simplify the financial process for individuals and families that would like to protect and grow their money. Like a business hires a Chief Financial Officer, we serve in the same capacity for families. We develop, implement, refine and revise strategies throughout our multi-generational clients’ lives. At Buttonwood, we provide peace of mind.

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Leaving a Legacy

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News

Discover the latest news from the Buttonwood team, and receive timely insights and perspective on the financial world.

  • 10 Things You Need to Know About Health Savings Accounts By Kimberly Lankford, Contributing Editor
    July 19, 2017
    If you don’t have many medical expenses now, in the long term you’ll be able to benefit even more from the tax advantages of an HSA. You’ll get a tax break for your contributions, then you can build up a tax-free stash of money to help pay for medical … Read More
  • title="There was some good news and some bad news last week…> There was some good news and some bad news last week… First, the good news: Thanks to consumer spending and an upturn in federal government spending, the U.S. economy grew faster from April through June this year. Gross domestic product (GDP) grew by 2.6 percent during the period, according to the advance estimate for economic growth. This was an improvement over growth from January through March, …

Buttonwood Art Space

A community-focused gallery located within the Buttonwood building in Midtown Kansas City, the Buttonwood Art Space is a place for local and regional artists to share their artworks and their commitment to non-profit charities.

Financial Focus

Acting as a Family’s Chief Financial Officer (CFO), we simplify our clients’ financial lives and empower them to bring a greater sense of purpose to their wealth.

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Recent Buttonwood Articles


By Jon McGraw • October 21, 2026
How Buttonwood's Investment Policy Committee rebalanced its Core and Tax Aware Allocations on September 22, 2026: same convictions, smaller bets.
Estate planning documents representing family, legacy, and financial planning.
By Danielle Brown MSF, CFP® • September 28, 2026
The 2026 federal estate tax exclusion is $15 million per individual. Learn why being under the threshold does not make estate planning irrelevant.
Buttonwood Financial Group Investment Policy Committee May and June 2026 portfolio rebalance summary
By Jon McGraw, Investment Policy Committee Chair, Buttonwood Financial Group (Kansas City) • July 20, 2026
How our Investment Policy Committee approached the May & June 2026 rebalances: trimming equity risk, upgrading bond quality, and adding liquid alternatives.
Child placing coins into a piggy bank while learning about saving and financial responsibility.
By Danielle Brown, CFP MSF • July 7, 2026
What families should know about Trump Accounts eligibility, contributions, financial literacy. Child investment accounts may fit in broader financial plan.
By Jon McGraw • July 1, 2026
Beyond fees, DIY investing carries hidden costs — time, taxes, and coordination. A Kansas City wealth management perspective on when self-directed makes sense
SpaceX and Anthropic are filing for the two largest IPOs in history. Learn how index fund exposure,
By Kristy Wieland • June 10, 2026
SpaceX and Anthropic are filing for the 2 largest IPOs in history. Index fund exposure, 401(k) passive buying, and mutual fund holdings mean you may already own them

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