Financial Advisory Services

Seeking a Financial Advisor in Kansas City?

As wealth builds, life doesn’t get simpler – it becomes more complex. At Buttonwood Financial Group LLC, our goal is to simplify the financial planning process for families that would like to protect and grow their money.


Do you spend too much time balancing accounts, researching investment opportunities, or managing your assets? We ask, what if, like a business, you could have your own Chief Financial Officer?


This is the role Buttonwood fulfills for families every day! As your Family CFO we focus on the creation, implementation, and ongoing strategy in your financial life. We provide comprehensive tax, insurance, estate planning, investments, cash flow, retirement, education, and business strategies – all integrated into your life and based around your specific goals.

Financial Advisory services in Kansas City

When is it time for financial advisory services?

Hiring a financial advisor is an incredibly personal – and important – decision. This is someone who will be perusing the intimate details of your financial life and could potentially hold your future retirement success in their hands. So when is the time to hire a financial advisor?


There is no one right answer. Some people hire a professional once they acquire a certain amount of wealth.  Other individuals decide to work with an advisor once they no longer have time to manage their own finances. It really  comes down to your financial goals.


Most experts agree that anyone would benefit from working with a financial advisor, no matter their level of income. However, not all financial advisors will be a good fit for you. Before you start working with a financial professional, you need to make sure their approach aligns with your goals.

What are your financial goals?

  • Helping Loved Ones

    Are you interested in providing a nest egg for your loved ones? We'll help you develop a comprehensive estate plan.


    Learn more about estate planning!

  • Improving Your Quality of Life

    If you were to conduct a poll, most people would be interested in improving their quality of life. Your financial health plays a major role in your overall qaulity of life, and an advisor can help you develop attainable goals, as well as devise a plan to achieve thos financial goals.


    Learn more about developing a healthy financial lifestyle.

  • Retirement

    When people think of financial advisors, they typically think about retirement planning. For many, this is the overall goal of hiring a financial professional.


    Learn more about planning for retirement.

  • Starting a Business

    Are you interested in starting a business, but unsure of where to begin? Our team will not only help you meet your financial requirements to start your business; We'll help you create a business strategy that sets you up for success!


    Learn more about our business strategy services!

Frequently Asked Questions About Financial Advisory

  • What does a Buttonwood financial advisor do?

    We serve as your Family CFO — creating, implementing, and continuously managing strategy across your entire financial life. That includes taxes, insurance, estate planning, investments, cash flow, retirement, education, and business strategy, all integrated around your specific goals.

  • When is the right time to start working with a financial advisor?

    There's no single right answer — it depends on your goals, your time, and the complexity of your finances. Common triggers include approaching retirement, starting or selling a business, receiving an inheritance, or simply realizing that as wealth builds, life doesn't get simpler.

  • How is the Family CFO approach different from a typical advisor?

    Most advisors focus primarily on investments. A Family CFO looks at how every part of your financial life fits together — the way a CFO would for a business. Investments matter, but without coordinated strategy for cash flow, tax, insurance, and estate, even successful investments can fail to accomplish long-term family objectives.

  • Do I need a certain amount of wealth to work with Buttonwood?

    Our services are built around financial complexity rather than a single account minimum. The best way to find out whether we're a fit is an informal conversation with one of our Lead Advisors — we want to make sure what we do matches what you're looking for.

  • What should I expect from a first meeting?

    An informal, no-pressure conversation. We'll answer your questions, learn about you and your life, and share details about who we are and what we do as a strategic Family CFO. From there, you decide whether it makes sense to go deeper.

Ready to Talk?

Are you ready to explore the benefits of your very own CFO? Schedule a Conversation Today!

LET'S TALK