Why Buttonwood?

The Buttonwood Financial Group focus is on complete Wealth Management – tax planning, insurance, estate planning, investments, cash flow, and financial planning. The firm's goal of being “client centric” has been taken to the next level; you're not told in which financial "box" you fit, one is custom built just for your needs. After all, it’s your money, your needs, and your life!

Buttonwood's belief is that being a client-centric firm means:

  • Personal service that goes further than you'll normally find anywhere else;
  • Honest, top-notch professionals; a first-rate team focused on YOUR comprehensive financial objectives;
  • 24-hour access to your accounts and financial plan;
  • And low fees.

Buttonwood is an independent wealth management firm, meaning it is free from sales quotas, commission requirements, sales contests and other industry standards that tend to cause bias. One of the benefits of this structure is being able to keep your needs foremost first, last, and always. You'll never hear an investment recommendation that the team wouldn't use itself. The advice offered is dependent upon your objectives, not based upon a potential commission rate. Simply put, if an investment would be something the team members would have in their own portfolios, you will hear a recommendation if it's appropriate for you.

Buttonwood is also committed to complete transparency in its fee structure. All fees will always be disclosed and will contain no hidden charges.

We love what we do at Buttonwood! The team works every day with clients like you to secure families' futures! It's a huge responsibility, but it is what gets the team motivated. It is a delight and humbling to feel the trust of our clients and we look forward to working with you!