A complete list of active advisors currently associated with Buttonwood Financial Advisors, Inc.

Warmer can help you find a great advisor at Buttonwood Financial Advisors, Inc. or one who fits your needs even better.

Buttonwood Financial Advisors, Inc. provides portfolio management and comprehensive financial planning to individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages the majority of client assets on a discretionary basis and requests that clients adopt a written investment policy statement to guide account management. Investment decisions are based on fundamental analysis, mutual fund/ETF evaluation, and diversified asset-allocation strategies, with a mix of long-term holdings and occasional shorter-term trades when tactical opportunities arise. Fees are primarily charged as a percentage of assets under management and financial planning is provided through separate, one‑time engagements; accounts are continuously monitored and clients receive periodic reporting. Noteworthy features relative to many peers include the absence of a stated minimum account size and an expectation that clients use the firm’s designated custodians (Fidelity or Schwab), with the firm reserving the right to decline accounts if a client’s broker choice would impede its fiduciary duties. The firm also leaves proxy voting to clients, maintains formal controls on personal trading (including pre-approval for IPOs and private placements), and follows an aggregation policy for trade execution.

To learn more about the advisors currently working at Buttonwood Financial Advisors, Inc., 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.