A complete list of active advisors currently associated with Buttonwood Wealth

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

Buttonwood Wealth is a six-advisor registered investment adviser that manages roughly $425 million for about 399 clients. The firm works with individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and other entities, offering financial planning, portfolio management, pension consulting, and referrals to third‑party advisers. The firm builds diversified asset-allocation models and employs both fundamental and technical analysis to inform security selection and ongoing supervision; it provides discretionary portfolio management and continuous account monitoring. In addition to adviser-managed accounts, Buttonwood Wealth offers web‑based portfolio management through the Betterment Institutional platform and provides personalized financial planning and participant education for retirement plans. What is distinctive about Buttonwood Wealth compared with many peer teams is that it sponsors and serves as the portfolio manager for its own wrap-fee program, administering all‑inclusive wrap accounts with trade execution and custody routed through LPL Financial. The brochure also discloses that some associated persons are registered representatives of LPL and licensed insurance agents (including arrangements such as an LPL forgivable loan), which the firm identifies as potential conflicts of interest and addresses through disclosures and its code of ethics.

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