Lenexa, Kansas


Wealth Management Advisors in Lenexa, Kansas

Wealth management is the process of cohesively building and preserving your financial well-being. Our wealth management Teams at Buttonwood Financial Group want to understand your objectives and the challenges you are facing. We not only develop strategy designed to bring your ideas into reality, but implement that strategy as your Family CFO – with guidance and support along the way.


Not all wealth management firms are created equal. As a wealth management firm implementing distinctive strategy for your tax, cash flow and retirement needs, our services provide an impact. We assist with a wide range of financial planning and investment services, focused around you.


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, in homes and businesses in Olathe and across the country. With our physical office located in Kansas City, we make sure we are readily accessible. 

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Estate Planning in Lenexa, Kansas

Buttonwood Financial Group proactively implements estate planning strategies to keep you and your heirs protected as part of our multi-generational approach. Our Teams consist of experienced advisors, ready to assist in the establishment and planning of your estate. We work in conjunction with your family attorney or our Trusted Network of estate planning attorneys.


If you would like to keep your estate simple, you can use a will and beneficiary titling to transfer ownership of your assets to your heirs. However, as wealth builds it is likely you will want a more robust plan. The more complex your estate, the more benefit you will receive from using more than one method to transfer ownership of your assets.


Buttonwood Financial group has the experience and professional team to address your estate twists & turns. Whether you're near the beautiful Sar-Ko-Par Trails Park or the new Lenexa Rec Center, we have all of Lenexa covered for their financial needs.

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

A Fiduciary Responsibility


Buttonwood Financial Group, LLC is a fee-based SEC Registered Investment Advisor. As such we openly accept the legal Fiduciary duty of care to put our clients’ needs ahead of our own. Our Kansas City office is home to a full-time staff of twelve; supported by more than twenty individuals in back-office operations. Our fee structure is simple; we are compensated by a flat retainer fee, in addition to a nominal asset management fee.

What We Do

At Buttonwood, we believe in the fact that as wealth builds, life doesn’t get simpler – it gets more complex. Our goal is to simplify the financial process for families who would like to protect and grow their money.


You are the CEO of your family. Who is your Family CFO? This is the role Buttonwood fulfills for our clients every day! As Your Family CFO, we provide comprehensive tax, insurance, estate, investment, cash flow, retirement, education and business strategies – all integrated into your life and based around your specific goals.

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Ready to Talk?


Are you ready to explore the benefits of your very own CFO? Schedule a Conversation Today!

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