Who we are
Buttonwood advises companies about their retirement plans and their employee benefits. For the employees we provide comprehensive and unbiased financial planning.

who we are

Buttonwood advises companies about their retirement plans and their employee benefits. For the employees we provide comprehensive and unbiased financial planning.

Our “flagship” service offering is financial planning as an employee benefit alongside managing the company retirement plan. Financial planning can also be offered as stand alone platform.

We are independent Certified Financial Plannerâ„¢ practitioners who offer customized financial planning. Our comprehensive approach means that we will hold a team of best-in-class subject matter experts accountable to make sure that our clients get the best advice to get their entire financial house in order, and hopefully keep it that way – forever!

The benefits to you

The benefits to you

We bring a different approach to employee benefits. Our consultative and values-based philosophy aids companies in fulfilling their fiduciary and legal responsibilities while giving their employees the opportunity to take full advantage of their benefits. This value- added approach may result in higher productivity and more satisfying workplace environment.