Best Financial Advisor – Kansas City by ThreeBest Rated 2022

Macy Vulgamore • January 7, 2022

Buttonwood Financial Group is proud to be considered among the best financial advisors in Kansas City by ThreeBest Rated ! Each financial service company reviewed by ThreeBest Rated face a rigorous 50-point inspection , which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.

In our role as Family CFO, we provide comprehensive wealth management. We coordinate and integrate your financial life – including tax, insurance, estate planning, investments, cash flow, retirement, education, and business strategies. We provide the highest level of care possible when it comes to our clients. We are honored to be recognized as one of the best financial advisors in Kansas City. If you would like to explore the benefits of your own Family CFO, contact us today!  

Recent Buttonwood Articles


Buttonwood Financial Group Investment Policy Committee Update
By Kyle Hogan October 8, 2024
After the stock market rally in the first half of the year and amidst the uncertainty of the upcoming election, for assets without tax implications, we are reducing risk by trimming some of the overweight for our active positions.
Two people on a sailboat enjoying retirement after implementing the Mega Backdoor Roth IRA strategy
By Mitchell Smith August 20, 2024
The Mega Backdoor Roth strategy allows individuals to contribute to both a Roth IRA and a Roth 401(k), then add a third Roth component to their savings. In this update we share what you need to know about this strategy, and how to work through the details to implement.
Roll of
By Jon McGraw July 19, 2024
As the 2024 election season heats up in the U.S. it’s natural for us humans to feel a sense of unease. But here is something to remember: fixating on sensational headlines can be detrimental to your financial well-being.
Buttonwood Investment Policy Committee Update
By Kyle Hogan June 14, 2024
As we enter the summer months, our existing bullish stance remains intact.
Illustration of the Buttonwood Agreement in the early 1700s
By Macy Vulgamore May 17, 2024
On May 17, 1792, a group of two dozen traders gathered at their daily meeting place – a Buttonwood tree at 68 Wall Street. Faced with chaotic markets, they made a pivotal decision: to organize their trading.
Best Businesses of 2024 badge from Three Best Rated
By Macy Vulgamore May 14, 2024
At Buttonwood Financial Group, we are excited to announce that we have once again been recognized by Three Best Rated as one of the Top 3 Financial Services providers in Kansas City for 2024

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