Kansas City, MO - Buttonwood Financial Group, a comprehensive wealth management firm headquartered in Kansas City, Missouri, proudly marks its 20th anniversary, celebrating two decades of dedicated fiduciary service and personalized financial strategies for individuals and families. Established in 2002, Buttonwood has consistently upheld its mission to empower clients to live with financial peace of mind.
A Legacy of Personalized Financial Management
Since its inception, Buttonwood Financial Group has operated under the philosophy that as wealth builds, life becomes more complex. To address this, the firm positions itself as a Family CFO, coordinating and integrating various aspects of clients' financial lives, including taxes, insurance, estate planning, investments, cash flow, retirement, education, and business strategies.
"Our commitment to the Kansas City community was to provide ‘family office’ services to successful multigenerational families seeking an outsourced solution to wealth management," said Jon McGraw, Founder and President of Buttonwood Financial Group. "I am proud to say we have successfully fulfilled this commitment. We understand that financial success is about more than just numbers; it's about empowering our clients to achieve their dreams and secure their legacies. Our Family CFO services are built on a foundation of trust, expertise, and personalized attention."
Milestones and Growth Over Two Decades
Over the past 20 years, Buttonwood has achieved significant milestones that underscore its commitment to excellence and client-centric service:
- Expansion of Services: The firm has broadened its suite of services to include tax strategy, investment management, estate and legacy planning, multigenerational wealth planning, financial advisory services, insurance strategy, lifestyle management, business strategy, and retirement planning.
- Team Growth: Starting with a dedicated core team, Buttonwood has expanded to a full-time staff of sixteen, supported by more than twenty individuals in back-office operations, enhancing its capacity to deliver personalized and responsive client service.
- Community Engagement: Demonstrating a strong commitment to the local community, Buttonwood established the Buttonwood Art Space, a community-focused art gallery located within the firm's office. This space provides local and regional artists a platform to showcase their work while supporting non-profit charities, reflecting the firm's philanthropic passion.
Client-Centric Innovations
Buttonwood's approach to wealth management is distinguished by its emphasis on personalized service and innovative solutions:
- Family CFO Model: Recognizing that clients are the CEOs of their families, Buttonwood assumes the role of Family CFO, focusing on the creation, implementation, and ongoing strategy of clients' financial lives. This model ensures comprehensive coordination across all financial aspects, providing clients with a cohesive and integrated approach.
- Multigenerational Wealth Planning: Understanding the importance of legacy, Buttonwood offers multigenerational wealth planning services. This approach ensures that wealth and financial strategies are effectively managed and preserved across generations, benefiting the entire family.
- Transparent Fiduciary Responsibility: As a fee-based SEC Registered Investment Advisor, Buttonwood openly accepts the legal fiduciary duty of care to put clients' needs ahead of theirs. This commitment to transparency and client-first service has been a cornerstone of the firm's operations since its founding.
Looking Ahead: The Next Decade
As Buttonwood Financial Group enters its third decade, the firm remains steadfast in its dedication to providing exceptional fiduciary services and personalized financial guidance. Plans include expanding service offerings, leveraging technology to enhance client experience, and continuing to foster strong community relationships through philanthropic initiatives.
Buttonwood invites individuals and families seeking expert guidance for their financial planning to schedule a consultation with their team. Visit the contact page at buttonwoodfg.com or call (816) 285-9000 to speak directly with a Family CFO.
About Buttonwood Financial Group
Buttonwood Financial Group is a comprehensive wealth management firm based in Kansas City, Missouri. They assist individuals and families in simplifying the complexities of wealth. As a Family CFO, Buttonwood coordinates and integrates various aspects of clients' financial lives, including taxes, insurance, estate planning, investments, cash flow, retirement, education, and business strategies. With a commitment to fiduciary responsibility and personalized service, Buttonwood empowers clients to live with financial peace of mind.
Email: macy@buttonwoodfg.com
Media Contact
Name
Buttonwood Financial Group, LLC
Contact name
Macy Vulgamore
Contact phone
(816) 285-9000
Contact address
3013 Main St
City
Kansas City
State
MO
Zip
64108
Country
United States
Url
http://buttonwoodfg.com/
