Buttonwood Financial Group, LLC
Your Family CFO. Life Enjoyed. Wealth Appreciated.
18 employees · est. 2002 · Kansas City, United States
Lodestar Private Asset Management
We are an independent, fee-only financial planning and wealth management firm based in the Bay Area.
7 employees · Alamo, United States
Buttonwood Financial Group, LLC is the larger of the two.
Side-by-Side Comparison
| Metric | Buttonwood Financial Group, LLC | Lodestar Private Asset Management |
|---|---|---|
| Founded | ||
| Founded | 2002 | Not tracked yet |
| Headquarters | ||
| Headquarters | Kansas City, United States | Alamo, United States |
| Employees | ||
| Employees | 18 larger | 7 |
| Industry | ||
| Industry | Financial Services, Insurance, Real Estate | Finance, Financial Services |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Wealth Management, Financial Planning, Investment Management, Tax Strategy, Insurance Planning, Estate Planning, CFO Services, Client-Centric, Comprehensive Financial Objectives, Fee-Based Compensation, Personalized Services, Family CFO, Generational Planning, Business Planning, Retirement Planning | Financial Planning, Fee-only, Bay Area, Silicon Valley, Entrepreneur, C-Suite Executive, Retiree, Holistic Approach, Tax Planning, Financial Advice, Independent Firm, Investment Management, Financial Guidance |
| Website | ||
| Website | buttonwoodfg.com | lodestarpam.com |
About Buttonwood Financial Group, LLC
Buttonwood Financial Group, LLC is a Financial Services startup that offers comprehensive Wealth Management services including tax, insurance, estate planning, investments, cash flow, and financial planning. The company positions itself as a Family CFO with a focus on personalized client-centric ser...
About Lodestar Private Asset Management
Lodestar Private Asset Management is an independent, fee-only financial planning and wealth management firm based in the San Francisco Bay Area. Their holistic approach encompasses not only asset management, but also broader financial and tax planning. Their client base ranges from Silicon Valley en...
Be first to know when either one moves
Funding rounds, hiring surges, leadership changes and stack switches at Buttonwood Financial Group, LLC and Lodestar Private Asset Management — tracked continuously, sent the day they land.
Funding, hiring, leadership and stack changes at Buttonwood Financial G... and Lodestar Private Asset... — by email.
Frequently Asked Questions
Compare Buttonwood Financial Group, LLC with someone else
Start typing a company name or domain.