Buttonwood Financial Group

Wealth management shouldn’t feel fragmented, transactional, or impersonal. At Buttonwood Financial Group, we take a purposeful and comprehensive approach to managing our clients’ financial lives—bringing clarity, coordination, and intention to every decision. What does Buttonwood Financial Group do? Provides comprehensive wealth management services for individuals, families, and business owners. Our work includes: • Financial planning • Investment management • Cash flow and liquidity planning • Tax-aware coordination • Estate and legacy planning coordination Rather than treating these areas separately, we integrate them into one cohesive strategy—so every decision works together. How is Buttonwood different from a traditional financial advisor? Most financial advice is delivered in silos. We focus on coordination. Our approach ensures that investments, planning, tax considerations, and estate strategy are aligned—helping clients make more informed decisions with greater confidence. Just as important is how we deliver that experience. We believe wealth management should be thoughtful, proactive, and highly personalized. What does a high-touch wealth management experience look like? It means responsive service, proactive guidance, and meaningful client engagement—not just periodic portfolio reviews. We create opportunities for connection through curated experiences, educational events, and ongoing communication designed to simplify complex financial lives. Investing in more than portfolios Through Buttonwood Art Space, we support local artists and give back to the Kansas City community. We believe wealth should do more than grow—it should create enduring impact for our clients, their families, and the communities they care about. We work with: • Individuals seeking clarity and coordination • Families navigating increasingly complex financial lives • Business owners balancing personal and business wealth decisions