The Buttonwood Agreement: Honoring Tradition, Guiding Wealth

The Buttonwood Agreement

As early as the mid-1700’s, our nation’s financial traders could be found in action on the streets of lower Manhattan. During those years, brokers, merchants, and auctioneers bought and sold to one another in offices, coffee houses, and marketplaces all over town. However, 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. Faced with chaotic markets, they made a pivotal decision: to organize their trading. This arrangement, known as “The Buttonwood Agreement,” helped create liquidity and gave birth to The New York Stock Exchange.

Today, Buttonwood Financial Group, founded on the principles of conservative order, brings financial organization to its clientele with a personalized and comprehensive focus. Our commitment to conservative growth portfolios based on asset allocation theory, coupled with specialization in fixed income investments, from estate planning to retirement, to education and business strategies, echoes the lessons taught by our forefathers. We believe in simplifying the financial complexities for families who want to protect and grow their wealth.

Our Approach to Wealth Management

As your Family CFO, Buttonwood proactively manages clients’ wealth. We provide regular reporting and ongoing strategies. Through our forward-looking and backward-looking technology offerings, clients know where everything is, and how it’s all working together, 24/7.

Fiduciary Responsibility

Buttonwood Financial Group, LLC is a fee-only SEC Registered Investment Advisor. We openly accept the legal fiduciary duty of care to put our clients’ needs ahead of our own. Our fee structure is straightforward: a flat retainer fee tied to the complexity of each unique clients’ financial life, in addition to a fee, not to exceed 0.65%, for assets we are managing.

Wealth Management Services

As the CEO of your family, who is your Family CFO? At Buttonwood, we proactively coordinate comprehensive tax, insurance, estate, investment, cash flow, retirement, education, and business strategies to fit into your life, based on your specific goals. Let our Team guide you toward financial success and multigenerational wealth. Contact us today to learn more.