Top Financial Advisor in Kansas City

Macy Vulgamore • May 14, 2024

At Buttonwood Financial Group, we are excited to announce that we have once again been recognized by Three Best Rated as one of the Top 3 Financial Services providers in Kansas City for 2024. This award reaffirms our commitment to excellence and our dedication to serving our clients with integrity and expertise.


About Us

Since our establishment in 2002, Buttonwood Financial Group has been simplifying the complexities of wealth for individuals and families. Our comprehensive approach focuses on multigenerational financial planning, ensuring our clients receive tailored strategies to meet their unique needs. Here are some key aspects of our services:


  1. Family CFO Services: As your Family CFO, we coordinate and integrate various financial aspects, including taxes, insurance, estate planning, investments, cash flow, retirement, education, business strategies, and more.
  2. Fiduciary Commitment: We operate as fiduciaries, prioritizing your best interests and those of your family.
  3. Beyond Asset Management: Our expertise extends beyond traditional asset management. We address risk management, legacy planning, business strategy, education funding, and anything included in your financial life.
  4. Community Engagement: Beyond financial services, we are passionate about giving back to our community. Our gallery space, Buttonwood Art Space, uniquely supports the arts along with many amazing charitable organizations.


Why Choose Buttonwood as Your Financial Advisor?

  • Holistic Approach: Our Team collaborates to develop and execute comprehensive strategies that encompass all aspects of financial well-being and success.
  • Peace of Mind: You can rest assured knowing your financial life is in very capable hands.
  • Multigenerational Expertise: We understand the unique challenges faced by different generations and tailor solutions accordingly.


Buttonwood Financial Group's consistent recognition by Three Best Rated reflects our unwavering commitment to excellence. As a top financial advisor in Kansas City, we empower our clients to achieve their financial goals and secure their legacies. Whether you're planning for retirement, managing investments, building a business, or seeking expert guidance, Buttonwood Financial Group is your trusted partner on your financial journey. Contact us to explore how our services can benefit you.


Three Best Rated does not accept money from any business/service listed on their website. Companies meticulously are handpicked based on reputation, history, complaints, ratings, proximity, satisfaction, trust, cost, general excellence, reviews, and more.

Recent Buttonwood Articles


Buttonwood Advisor reviewing year-end tax strategies
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
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
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
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
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
By Kyle Hogan June 14, 2024
As we enter the summer months, our existing bullish stance remains intact.

Are you ready to explore the benefits of your very own Family CFO?

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