BUTTERWORTH FINANCIAL LLC

Overview

Butterworth Financial LLC is an independent registered investment adviser that combines financial planning and portfolio management for individuals, families and small businesses with insurance brokerage capabilities. The firm operates under an owner-managed structure and bills clients through a mix of percentage-of-AUM fees, hourly charges and fixed fees. Investment activity is led from a discretionary posture — most client assets are managed on a discretionary basis — and the firm favors pooled public investment vehicles as its primary building blocks while allocating select exposure to third‑party real estate strategies and insurance‑based products. Strategically, Butterworth Financial leans on mutual funds and other public funds for core equity and fixed‑income exposure, rather than heavy direct-stock or ETF concentrations. For alternative exposures, the firm uses external managers to access real estate opportunities. The adviser is not positioned as an ESG specialist and does not identify as a multi‑state adviser or pension consultant; its client mix includes both individuals/families and some institutional relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices