The Team at Buttonwood Financial Group, LLC is honored to be included in AdvisoryHQ’s list of “Best Financial Advisors in Kansas City, Overland Park and Leawood – 2021” With so many options in the financial marketplace, it can be overwhelming to find the right fit for those in search of financial services. Resources such as AdvisoryHQ provide consumers with rankings based on key factors and services provided by advisory firms.

At Buttonwood, we don’t strive to be the “biggest” firm in Kansas City: Rather, we strive to be the best financial advisory firm, period. From our Strategic Family CFO approach for holistic and multigenerational financial planning, to appreciating our role as fiduciaries, we are proud to be honored as one of the 10 Best Financial Advisors by AdvisoryHQ and will always serve our clients and community with the highest level of care.

Contact us today for an informal conversation to learn how our Family CFO Services may benefit you and your family.

Recent Buttonwood Articles


Calendar showing the weeks remaining for 2026 year-end tax planning
By Jon McGraw • October 28, 2026
Most year-end tax moves must happen by December 31. What Kansas City families should review for 2026: giving, Roth conversions, gains and the KS–MO divide.
By Jon McGraw • October 21, 2026
How Buttonwood's Investment Policy Committee rebalanced its Core and Tax Aware Allocations on September 22, 2026: same convictions, smaller bets.
Estate planning documents representing family, legacy, and financial planning.
By Danielle Brown MSF, CFP® • September 28, 2026
The 2026 federal estate tax exclusion is $15 million per individual. Learn why being under the threshold does not make estate planning irrelevant.
Buttonwood Financial Group Investment Policy Committee May and June 2026 portfolio rebalance summary
By Jon McGraw, Investment Policy Committee Chair, Buttonwood Financial Group (Kansas City) • July 20, 2026
How our Investment Policy Committee approached the May & June 2026 rebalances: trimming equity risk, upgrading bond quality, and adding liquid alternatives.
Child placing coins into a piggy bank while learning about saving and financial responsibility.
By Danielle Brown, CFP MSF • July 7, 2026
What families should know about Trump Accounts eligibility, contributions, financial literacy. Child investment accounts may fit in broader financial plan.
By Jon McGraw • July 1, 2026
Beyond fees, DIY investing carries hidden costs — time, taxes, and coordination. A Kansas City wealth management perspective on when self-directed makes sense

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