A complete list of active advisors currently associated with Butler Financial Services

Warmer can help you find a great advisor at Butler Financial Services or one who fits your needs even better.

Butler Financial Services, Inc. provides investment management along with wealth management and ad hoc financial consulting to individuals, families, trusts, corporations, profit-sharing plan participants, and charitable organizations. As of December 31, 2025 the firm reported approximately $154.6 million in assets under management across about 62 client relationships. The firm implements written investment policy statements and centers portfolios on asset allocation informed by Modern Portfolio Theory, combining index-tracking funds with active selection of individual stocks and bonds and using fundamental analysis to seek modest excess returns. While generally keeping trading to a minimum and using stop-sells for risk control, the firm also employs tactical short-term trades and — unusually for peers — may use derivatives and option strategies within separately managed accounts for risk management and client-specific needs. Noteworthy features include family-office–style services such as budget/expense tracking and monitoring of real estate and private investments in addition to investment management, and a fee-only compensation model with no commission-based sales. The firm reports most assets managed on a discretionary basis (~$151.3 million), has a CFA® charterholder on staff, and does not take custody of client assets.

To learn more about the advisors currently working at Butler Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.