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

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

Buttonwood Partners primarily serves high‑net‑worth individuals and a range of entities — including pension and profit‑sharing trusts, other trusts, charitable organizations, and corporations — providing continuous discretionary portfolio management and related advisory services. The firm also functions as a broker‑dealer that executes securities transactions and assists clients in establishing brokerage accounts, and it does not list non‑high‑net‑worth individual clients among its clientele. Portfolio managers at the firm rely largely on fundamental analysis, may consider technical factors, and commonly manage concentrated, discretionary portfolios that can include cash, mutual funds, and occasional option hedges. Managers who provide advisory services are also registered securities representatives and directly enter and clear trades, with order batching and firm‑directed execution practices used when the manager determines it is advantageous. Distinctive aspects include the firm’s dual role as both a registered investment adviser and an affiliated broker‑dealer, clearing through a third‑party clearing firm, and arrangements under which representatives receive portions of asset‑based fees while the firm may receive 12b‑1 fees from mutual funds. The brochure discloses historical regulatory matters (a 2006 NASD reporting matter and a 2018 FINRA acceptance) and describes implemented procedures, a Code of Ethics, and other controls intended to address trade reporting, third‑party transfers, and allocation practices.

To learn more about the advisors currently working at Buttonwood Partners, 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.