A complete list of active advisors currently associated with Buttonwood Capital Management (BCM)

Warmer can help you find a great advisor at Buttonwood Capital Management (BCM) or one who fits your needs even better.

Buttonwood Capital Management serves individual and high-net-worth clients — including entrepreneurs, executives, and multi‑generational families — offering customized investment management, comprehensive financial planning, and retirement plan consulting. The firm manages roughly $380 million across about 340 client relationships and provides both discretionary and non‑discretionary portfolio management. Portfolios are tailored to client objectives and may include individual equities and bonds, mutual funds, ETFs, options, structured notes and other public and private investments, with ongoing review and rebalancing. The firm also provides fee‑based financial planning on an hourly or fixed‑fee basis covering topics such as tax and retirement planning, insurance analysis, corporate structure, business succession and divorce, integrating planning with investment management. Distinctive features include that the firm’s advisors are registered representatives of LPL Financial and are licensed insurance agents, enabling implementation of recommendations through LPL and the sale of insurance products and variable annuities — activities the brochure discloses can generate commissions, trailing compensation and marketing reimbursements. The brochure also notes these dual roles and related potential conflicts of interest, and describes compliance controls and disclosures intended to address those conflicts.

To learn more about the advisors currently working at Buttonwood Capital Management (BCM), 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.