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Matthew Berry

Buttonwood Financial Advisors, Inc.

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About Matthew Berry

Matthew Berry is an investment advisor representative with Buttonwood Financial Advisors, Inc. Matthew has been registered with the SEC since July 2023 and holds a Series 65 license. Matthew has experience in financial services with previous roles at Empirical LLC, Patient Capital Management, Lane Five Capital Management, Interprise Partners, Ideal Electrical Supply Corp and Pavement Company LLC. Matthew is also registered in Maryland and Texas. The firm's main office is located in Baltimore, MD. Buttonwood Financial Advisors provides portfolio management for individuals, financial planning, and other advisory services to high-net-worth individuals, charitable organizations, and corporations.

Firm Information

Matthew Berry is currently registered with Buttonwood Financial Advisors, Inc.. Buttonwood Financial Advisors, Inc. is a Baltimore, MD-based registered investment advisor. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, and charitable organizations. The firm manages over $393 million in assets for over 1,000 clients.
Buttonwood Financial Advisors, Inc.

1 N HAVEN STREET, SUITE 204

BALTIMORE, MD 21224

$393.16M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Berry’s Registration & Firm History

MD

07/20/2023 - Present

Buttonwood Financial Advisors, Inc. (BALTIMORE MD)

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Licenses & Designations

IA

Issued 07/17/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Berry.
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