A complete list of active advisors currently associated with Buttonwood Financial Group, LLC
Warmer can help you find a great advisor at Buttonwood Financial Group, LLC or one who fits your needs even better.
Buttonwood Financial Group is an independent SEC‑registered advisory firm that serves individuals, families, businesses, pension and profit‑sharing plans, and charitable institutions. The firm provides comprehensive wealth management services including Family CFO planning, discretionary and non‑discretionary investment management, ERISA Section 3(38) plan services, and a suite of Simplicity360 family‑office style offerings such as bill pay, QuickBooks/accounting coordination, trustee services, and private foundation support. Buttonwood structures advice around individualized Investment Policy Statements and implements globally diversified model portfolios with integrated tax management, periodic rebalancing, and ongoing monitoring. Model construction and risk tools are materially supported by BlackRock’s Custom Model Solutions (including Aladdin‑derived analytics) and the firm will, when suitable, recommend private funds and fee‑based variable annuities; it also discloses the use of margin accounts and securities‑backed loans or lines of credit for short‑term borrowing in managed accounts. Noteworthy disclosures include a settled SEC enforcement matter (approved in 2023) resulting in disgorgement, interest, civil penalties, and an injunction, which the firm details in its brochure. The firm also discloses third‑party commercial relationships—BlackRock provides no‑cost marketing and model support and the firm has an operational arrangement with Mutual Group that can generate advisory revenue—which it identifies as potential conflicts and addresses in its disclosures.
To learn more about the advisors currently working at Buttonwood Financial Group, LLC, 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.
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