At Buttonwood Financial Group, we are excited to announce that we have once again been recognized by Three Best Rated as one of the Top 3 Financial Services providers in Kansas City for 2024. This award reaffirms our commitment to excellence and our dedication to serving our clients with integrity and expertise.


About Us

Since our establishment in 2002, Buttonwood Financial Group has been simplifying the complexities of wealth for individuals and families. Our comprehensive approach focuses on multigenerational financial planning, ensuring our clients receive tailored strategies to meet their unique needs. Here are some key aspects of our services:


  1. Family CFO Services: As your Family CFO, we coordinate and integrate various financial aspects, including taxes, insurance, estate planning, investments, cash flow, retirement, education, business strategies, and more.
  2. Fiduciary Commitment: We operate as fiduciaries, prioritizing your best interests and those of your family.
  3. Beyond Asset Management: Our expertise extends beyond traditional asset management. We address risk management, legacy planning, business strategy, education funding, and anything included in your financial life.
  4. Community Engagement: Beyond financial services, we are passionate about giving back to our community. Our gallery space, Buttonwood Art Space, uniquely supports the arts along with many amazing charitable organizations.


Why Choose Buttonwood as Your Financial Advisor?

  • Holistic Approach: Our Team collaborates to develop and execute comprehensive strategies that encompass all aspects of financial well-being and success.
  • Peace of Mind: You can rest assured knowing your financial life is in very capable hands.
  • Multigenerational Expertise: We understand the unique challenges faced by different generations and tailor solutions accordingly.


Buttonwood Financial Group's consistent recognition by Three Best Rated reflects our unwavering commitment to excellence. As a top financial advisor in Kansas City, we empower our clients to achieve their financial goals and secure their legacies. Whether you're planning for retirement, managing investments, building a business, or seeking expert guidance, Buttonwood Financial Group is your trusted partner on your financial journey. Contact us to explore how our services can benefit you.


Three Best Rated does not accept money from any business/service listed on their website. Companies meticulously are handpicked based on reputation, history, complaints, ratings, proximity, satisfaction, trust, cost, general excellence, reviews, and more.

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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About Buttonwood Financial Group