BUTTONWOOD FINANCIAL ADVISORS, INC.

Overview

Buttonwood Financial Advisors, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm markets itself primarily to individual and family clients, with some institutional relationships, and delivers financial planning and portfolio management for individuals and small businesses. Fee arrangements include both a percentage-of-assets model and fixed fees, signaling flexibility for advisory engagements. Investment activity shows a clear tilt toward public equities, with a stated preference for exchange-traded instruments. The firm manages a mix of individual stocks and ETFs, using ETFs as a tactical and strategic sleeve—its largest single position is an ETF geared toward quality or “wide moat” businesses, indicating an emphasis on durable competitive advantages and liquid equity exposure. Buttonwood is not listed as an active ESG investor and is not registered as a multi-state adviser. The adviser appears to access alternatives through third-party fund managers rather than direct, in-house alternative strategies. Mutual funds are also part of the investable universe they use alongside equities and ETFs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices