Our Story

Buttonwood Financial Advisors is a Maryland-based investment advisory firm that serves clients throughout the United States. Founded in 2008, the firm was created on the belief that financial planning and asset management should be:

  • 01/

    Objective

    We don’t sell products or earn commissions because we believe that clients deserve advice based on their interests, facts, and circumstances.

  • 02/

    Practical

    The planning process should provide clear, simple and workable guidance.

  • 03/

    Reasoned

    Investment decisions should be based on a well-researched investment approach.

  • 04/

    Fee Only

    We are hired by clients to work directly for them, not by the companies that sell financial products.

Why Choose Buttonwood?

Buttonwood serves as a trusted advisor for a broad range of clients, including retirees, those saving for retirement, families and individuals. In some cases, we serve three generations of a single family. Personal referrals have helped Buttonwood grow steadily.

Our extensive experience with complex issues, including insurance, trust accounts, education saving options, workplace retirement plans and incentive options, tax planning strategies and more, allow us to deliver truly comprehensive financial guidance and investment management that is tailored to our clients’ individual needs.

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