Wealth Management Advisors in Kansas City, Missouri

Wealth management isn’t just about managing assets; it’s about growing, preserving, and protecting wealth across generations. True wealth management is only accomplished through a coordinated and comprehensive strategy focused on you, your family, and your financial objectives. Wealth management encompasses taxes, insurance, estate, cash flows, multigenerational planning, retirement, business planning, education planning, and more.

Not all wealth management firms are created equal. Others in the industry may fall in the “wealth management” category but are more focused on internal growth rather than client success. At Buttonwood, our success is measured by your success. We work for you – not a big corporate firm. We are intentionally local, with no plans to open up other Buttonwood offices around the country. We are in Kansas City, and we’re here to stay.



With our objective being to simplify the complexities that come with wealth, we meet each of our clients where it is easiest for them; on the web, over the phone, or in our physical office located in Kansas City, MO. We make sure we are readily accessible for you and your ongoing financial needs.

Retirement Planning in Kansas City, MO

Planning for retirement takes more than simply making contributions to your IRAs. With a comprehensive strategy, you can make the most out of your golden years with the retirement lifestyle you’ve always dreamed of.

Between inflation, unexpected expenses, and changing regulations, it’s important to have an expert managing your retirement and overall financial strategy. There are many questions to be answered for your retirement plan. What age do you plan to retire? How much money will you need to live comfortably? Can you live on 70% of your pre-retirement income, or would you like an elevated lifestyle in retirement? Are there medical expenses to consider? What’s the best Medicare plan? Will you continue working part-time? Or will you rely on pension, social security, investments, and savings?



If retirement planning is a strategy you want to review, our Team at Buttonwood Financial Group stands ready to assist. We will work with you to create and implement a customized plan to achieve the retirement lifestyle you want and your other financial objectives along the way.