Investment Management

Searching for Investment Managers in Kansas City?

As a professional investment management firm, we aim to meet your investment goals while protecting your wealth. Now, you might assume that all investment managers operate with your best interests in mind. However, the reality of the service provider landscape may surprise you.


Large brokerage firms and their employees are not necessarily required to function as fiduciaries. Many people opt to work with an RIA for this reason.


Buttonwood Financial Group, LLC is an SEC Registered Investment Advisor (RIA). As such, we openly accept the legal Fiduciary duty of care to put our clients’ needs ahead of our own.

A balance scale with a black chess knight on one side and a white pawn on the other.

Why Hire an Investment Management Firm?

Investing is difficult and time consuming! There are many avenues to choose from, and learning the pros and cons of every type of investment can be daunting. This is where an investment advisor can help. Our goal is to simplify the financial process for individuals and families who would like to protect and grow their money.


Here's what we bring to the table:

  • Our advisors will give your investments full-time attention. We will devise strategies, monitor performance, and take advantage of our considerable experience.
  • Because of our years of experience and Fiduciary duty, you can have peace of mind that your investments are well-cared-for.
  • Our team acts as your CFO, managing all aspects of your financial health, leaving you time to focus on family, career and life.

Frequently Asked Questions About Investment Management

  • What does it mean that Buttonwood is a fiduciary?

    Buttonwood is an SEC Registered Investment Advisor (RIA), and we openly accept the legal fiduciary duty to put our clients' interests ahead of our own. Not all financial firms are held to this standard — many large brokerage firms are not required to function as fiduciaries.

  • How does Buttonwood approach investing?

    Our objective is a more consistent rate of return over full economic cycles rather than chasing short-term performance. A more consistent return makes it far easier to project future asset values — and therefore the cash flow, tax, and estate implications that flow from your investments.

  • Why hire an investment management team instead of managing it myself?

    A dedicated team gives your portfolio full-time attention: strategy, performance monitoring, and the discipline to stay on plan when markets get noisy. It also frees your time for family, career, and the parts of life you'd rather be living.

  • Are my investments coordinated with my taxes?

    Yes. Investment decisions are made with a tax-sensitive approach and coordinated with your broader strategy, because investment returns only matter after taxes. This is one of the biggest advantages of having investments managed inside a Family CFO relationship rather than in isolation.

  • How will I know how my investments are performing?

    You'll have consolidated reporting across your accounts and ongoing conversations with your team, so you always understand what you own, why you own it, and how it's tracking against your plan.

  • Where are my assets held, and are they safe?

    As an SEC Registered Investment Advisor, Buttonwood does not take personal custody of your money. Your assets are held in your name at an independent, qualified third-party custodian; we're authorized to manage and report on them, never to withdraw them for our own use. You receive statements directly from the custodian in addition to our consolidated reporting, so there's always an independent record of what you own. See Buttonwood ADV. 

  • How do you manage risk when markets fall?

    Managing risk matters as much to us as pursuing return. We diversify across asset classes, size positions deliberately, and build portfolios designed to weather full market cycles rather than react to headlines. When markets fall, our discipline is to keep your plan on track — rebalancing and harvesting tax losses where it helps — rather than making emotional moves.

Ready to Talk?

Are you ready to explore the benefits of your very own CFO? Schedule a Conversation Today!

LET'S TALK