As early as the mid 1700’s, our nation’s financial traders could be found in action on the streets of lower Manhattan. It was during these years brokers, merchants and auctioneers bought and sold to one another in offices, coffee houses, and marketplaces all over town. In the 1790’s, speculative excess, combined with the lack of a formal trading structure, left the future of our nation’s markets in question.

On May 17, 1792, a group of two dozen traders gathered at their daily meeting place, a Buttonwood tree at 68 Wall Street. Facing chaotic markets, they made the decision to organize their trading. “The Buttonwood Agreement”, as this arrangement would later come to be known, helped to create liquidity and gave birth to The New York Stock Exchange.

227 Years Later

According to The Tallahassee 100, “The New York Stock Exchange [now] has more than 2,400 listed companies and handles average daily trading of more than one billion stock shares.”

Today, Buttonwood Financial Group, also founded on the basis of creating conservative order, brings financial organization with a personalized focus to each of our clients. Through the combination of the development of conservative growth portfolios based upon asset allocation theory, as well as specialization in fixed income investments, from retirement to estate planning, to business and education strategies, the lessons taught by our forefathers come to light every day.

As Your Family CFO, the Buttonwood team works with our clients to coordinate and implement comprehensive financial strategy. We go beyond standard asset managers in the industry. While others might focus primarily on investments, we provide holistic strategy, all integrated into your life and based around your specific goals.

Are you ready to take the next step to an organized, streamlined financial life? Contact us today by visiting our Contact Page, or emailing us at Info@ButtonwoodFG.com. We look forward to the opportunity to serve as Your Family CFO!

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

Are you ready to explore the benefits of your very own Family CFO?

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