About Buttonwood Financial Group

Buttonwood Financial Group is an independent wealth management firm that helps people reduce the complexity that comes with wealth by taking on the role of the Family CFO.

Buttonwood Financial Group is an independent wealth management firm working with individuals and families to reduce the complexity that comes with wealth. In the same way successful companies hire a CFO to oversee the financial aspects of a business, we do the same for individuals and families.  We serve as your trusted resource, coordinating your complete financial picture and providing guidance across every area of your financial life, including tax planning, insurance, estate planning, education, retirement, investments, cash flow and financial planning.

Our strategies are customized for you. You're not told in which financial box you fit. Instead, one is custom-built just for your needs. After all, it's your money, your needs and your life!

We help you answer your everyday, real-life questions, like: Can I afford it? Is my family protected? Will I be able to retire? Will I outlive my investments? What should I do with my money now? Then, we use our simplified, integrated process  to create a plan that allows you and your family to protect and grow what you have while achieving your most important goals.

Who We Are

 

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