Best Financial Services in Kansas City

Three Best Rated • August 22, 2023

Best Financial Services in Kansas City

Buttonwood Financial Group is honored to be considered again among the best financial services firms in Kansas City by Three Best Rated! Each financial advisory firm reviewed by Three Best Rated face a rigorous 50-point inspection, including: customer reviews, history, ratings, satisfaction, trust, cost, and general excellence.


Businesses do not pay Three Best Rated to list them, ever. Their team believes that local businesses provide better and personal services.


In our role as Family CFO, we provide comprehensive wealth management. We coordinate and integrate your financial life - including tax, insurance, estate planning, investments, cash flow, retirement, education, real estate, and business strategies. We provide the highest level of care possible when it comes to our clients. We are proud to be recognized as one of the best financial advisors in Kansas City. If you would like to explore the benefits of your own Family CFO, contact us today for a consultation!


Thank you to Three Best Rated for acknowledging the Buttonwood Financial Group Team.

Recent Buttonwood Articles

Buttonwood Team members reviewing tax strategy

Tax Day is Over - Now the Real Strategy Begins

By Vince Pastorino • April 29, 2025
For most, April 15 marks the end of tax season. But for successful individuals and families, it should mark the beginning of the next — and arguably most valuable — phase of tax planning.
Buttonwood Investment Policy Committee Update - April 2025

Investment Policy Committee Update - April 2025

By Kyle Hogan • April 11, 2025
As the last few weeks have shown, fear and optimism can have outsized impacts on market conditions. The unprecedented Wednesday morning selloff, followed by a rally not seen since 2008, has many investors uneasy.
USA Flag - DOGE Initiative

Life After the DOGE Initiative

By Kyle Hogan • March 27, 2025
For many, the transition brought on by the DOGE initiative came with difficult decisions—accept a buyout package, prepare for early retirement, or manage the financial implications of an unexpected layoff. Learn how we are helping families navigate these changes.
Buttonwood Investment Policy Committee Update

Investment Policy Committee Update - February 2025

By Kyle Hogan • March 17, 2025
We entered 2025 with a decidedly risk-on stance in our portfolios, reflecting an optimistic view of the strength of the overall US economy and a better-than-consensus outlook on the trajectory of corporate earnings.
Photo of a balancing scale, illustrating the comparison of leasing vs buying

Leasing vs Buying: Which is Right for Your Business?

By Mitchell Smith • March 11, 2025
In this blog post, we'll explore the key factors to consider when deciding whether to lease or buy a vehicle for your business.
A clock on a desk with a pen and notepad.

Your Tax Season Checklist

By Mitch Gasbarro • February 19, 2025
As tax season approaches, it's crucial to get organized and prepared. Whether you're working with a tax professional or handling your taxes on your own, a little planning can go a long way in making the process smoother and avoiding costly mistakes.

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