Our History

Buttonwood Financial Group is different...
People often ask me what it is about Buttonwood that makes us unique in an industry that is defined by legal and regulatory conformity. In these days where the greed of the big Wall Street firms is being revealed, our differentiation has much to do with where the concept for Buttonwood originated.

Before founding Buttonwood, I worked for more than a decade managing a regional office for a nationwide investment brokerage firm. I oversaw and worked with brokers that managed more than 100,000 accounts for over 25,000 clients representing more than $1 Billion in investable assets.

When that firm 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.

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 client "box" you fit, we build your “box” to fit your needs. After all it’s your money, your needs, and your life!

The Buttonwood Difference means taking our goal of being a “client centric” firm to the next level.

To us client centric entails: A focus on personal service to you from honest, top-notch professionals, a first-rate team focused on YOUR comprehensive financial objectives, 24-hour access to your accounts and financial plans, and low fees.

When proper processes are executed correctly, a wealth management firm can have 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 financial life around. Every day we work with our clients to secure families' financial futures! It's a huge responsibility but it is what we do. We are delighted to serve our growing family of clients and are humbled and honored by their trust.

Take your time, browse the different sections of our site, and I believe you will come away with a good feel for what Buttonwood Financial Group is all about. If you don’t find what you are looking for, please let me know. Even if you are not yet a client, but would like to attend one of our events listed on the calendar, let me know and I'd be happy to include your reservation.

Thank you,
Jon McGraw, President and Founder
Buttonwood Financial Group, LLC