Wealth Management

​Investment Philosophy

Butler Financial Service’s Certified Financial Planner™ professionals and Investment Adviser Representatives utilize a combination of years of experience and sophisticated new technology to provide you with independent and personal investment analysis and portfolio management. By taking a holistic approach to wealth management, each client’s unique situation and potential tax consequences are considered prior to implementing our investment strategy.

As independent advisers with platform support from our custodian Charles Schwab, we have the autonomy and flexibility to match our client’s priorities to the solutions that best meets their needs. Our access to the best platforms and technology, including the latest portfolio management systems, enable us to create customized portfolios to suit the needs of each client.

Butler Financial Services, being an independent firm and a fiduciary, has both the ability and obligation to put our client’s goals above all else.

Part 2A of Form ADV 2023 Annual Brochure
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