A complete list of active advisors currently associated with Buttonwood Advisors, LLC

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

Buttonwood Advisors provides fee-for-service integrated financial planning and implementation support to individuals, high-net-worth clients, businesses, trusts, and estates. The firm states it does not sell financial products or directly manage client assets, and it offers planning across taxes, risk/insurance, investments, retirement, and estate matters. The firm describes an advisory approach centered on financial education and client advocacy intended to reduce “economic mismanagement,” with plans tailored to each client’s objectives and circumstances. When investment management is needed, Buttonwood conducts due diligence and introduces unaffiliated third‑party advisers rather than managing assets in‑house or using percentage-of-assets fees or performance-based compensation. Noteworthy for an investment-manager context, the principal operates an affiliated CPA practice that provides accounting and tax services (occupying a substantial portion of his time), and the firm explicitly coordinates with and selects outside subject-matter experts for implementation. Buttonwood also discloses it will not accept third‑party compensation, does not participate in wrap or soft‑dollar arrangements, and focuses on coordination and planning rather than proprietary asset management.

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