Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
07/20/2023 - Present
Buttonwood Financial Advisors, Inc. (BALTIMORE MD)
IA
Issued 07/17/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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