Each award we receive for being considered one of the best financial advisors in the Kansas City area give us so much pride in our Team, our clients and what we do every day as Family CFO. The “ 3 Best Financial Services in Kansas City, MO ” award from ThreeBestRated® is no different. All Financial Services companies rated by ThreeBestRated® face a rigorous 50-point inspection, including customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.

At Buttonwood, our mission is to empower our clients to live with financial peace of mind. We accomplish this through personalized care, a proactive approach to your financial life, a multigenerational focus and a strong fiduciary foundation of trust.

While our office is located in Kansas City, MO, we work with individuals and families around the world. We don’t strive to be the “biggest” financial firm rather, we focus on being the best financial advisors for our clients and community.

Contact us today to learn more about why ThreeBestRated® included Buttonwood in their Top 3 Ranking for Best Financial Services in Kansas City for 2021!

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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