Buttonwood Financial Group, LLC
Overview
Buttonwood Financial Group, LLC is an independent wealth management firm based in Kansas City, Missouri, assisting individuals and families in simplifying the complexities associated with wealth. Serving as a Family CFO, the firm coordinates and integrates various aspects of clients' financial lives, including taxes, insurance, estate planning, investments, cash flow, retirement, education, and business strategies. This comprehensive approach aims to provide clients with financial peace of mind by addressing all facets of their financial well-being. Established in 2002, Buttonwood has expanded its services over the years 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. The firm operates with a fee-based structure and openly accepts the legal fiduciary duty of care to put clients' needs ahead of its own. This commitment to fiduciary responsibility ensures that clients receive transparent and client-first service, fostering trust and long-term relationships. In addition to its financial services, Buttonwood demonstrates a strong commitment to the local community through philanthropic initiatives. The firm established the Buttonwood Art Space, a community-focused art gallery located within its office, providing local and regional artists a platform to showcase their work while supporting non-profit charities. This integration of art and finance reflects Buttonwood's dedication to giving back to the community and supporting the arts, education, and other charitable causes. By combining comprehensive financial services with community engagement, Buttonwood Financial Group, LLC offers a holistic approach to wealth management that addresses both the financial and personal aspirations of its clients.
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Buttonwood Financial Group, LLC
What sectors does Buttonwood Financial Group, LLC invest in?
Buttonwood Financial Group, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Kansas City, Missouri, United States. Buttonwood Financial Group, LLC is listed as a family office in the ConnectSafely investor database.
What stage does Buttonwood Financial Group, LLC invest at?
Buttonwood Financial Group, LLC backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Buttonwood Financial Group, LLC invest in?
Buttonwood Financial Group, LLC invests across United States.
What companies has Buttonwood Financial Group, LLC invested in?
Buttonwood Financial Group, LLC's portfolio includes Apple, Microsoft, Amazon, Facebook, Airbnb, Uber, Spotify and Google.
How do I contact Buttonwood Financial Group, LLC?
Buttonwood Financial Group, LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
