Buttonwood Financial Group is different...

More than any other question, people ask me what it is about Buttonwood that makes us unique in an industry that looks so much alike. In these days where the greed of the big Wall Street firms is being revealed, the answer has much to do with where the concept for Buttonwood came from.

For over 10 years before founding Buttonwood I worked in and managed offices in a 6 state region for a nationwide brokerage firm. I oversaw and worked along side brokers that managed more than 100,000 accounts for over 25,000 clients representing more than $1 Billion in investable assets.

When the firm I worked for was sold to a bank, I knew without a doubt — based on everything I had heard over the years — a huge bank conglomerate was not where our investors wanted to end up. So I took the comments, complaints, ideas, and wishes, I heard over the years and they became the founding philosophy for Buttonwood Financial Group.

Now, years later, when we meet with prospective clients I still find it amazing how investors are often left speechless when we ask what they want their money and investments to do for them. They're used to being told what can or can’t be done, then placed in a “box” along with everyone else that wants about the same things they do from their assets.

At Buttonwood Financial Group we focus on complete Wealth Management - tax, insurance, estate planning, investments, cash flow, and financial planning.  We don’t tell you in which "box" you fit, we build your “box” to fit your needs. After all it’s your money, your needs, and your life!

At Buttonwood Financial Group we have taken our goal of being a “client centric” firm to the next level.

To us client centric entails: Better personal service than investors can get anywhere else, honest, top-notch professionals, a first-rate team focused on YOUR comprehensive financial objectives, 24-hour access to accounts and financial plan, and personalized services— oh, and by the way, with a fee less than our lower service competitors.

When done right, a wealth management firm can make a huge positive impact on your life.  We've had people coming in crying, not knowing where to go or what to do, and we have been able to work with them to turn their whole lives around. Every day we work with our clients to secure families' entire futures! It's a huge responsibility but it is what gets our team motivated - every morning!

Take your time, browse the different sections of our site, and I believe you will come away with a good feel for what it is that Buttonwood Financial Group is all about. If you don’t find what you are looking for, please let me know. And if you like what you see — even if you are not yet a client — and would like to attend one of our “client appreciation events” listed on the Calendar of Events, let us know and we will welcome you with open arms.

Thank you,
Jon McGraw, President and Founder

Buttonwood Financial Group, LLC