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Butler Financial Group, LLC

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Lansing
CRD Number
Website butlerfg.com
Client types

Overview

Butler Financial Group is an independent advisory practice based in St. Johns, Michigan, serving individuals, families, and business owners with financial planning and wealth management. The team emphasizes long-term relationships, fiduciary care, and client education. Advisory services are delivered through Private Advisor Group’s SEC-registered RIA while brokerage/custody needs are supported via LPL Financial. Offerings include comprehensive planning, retirement accumulation and income strategies, tax-aware portfolio construction, insurance coordination, and ongoing portfolio monitoring. Butler Financial focuses on tailoring allocations to client goals and risk tolerance, using diversified vehicles such as ETFs, mutual funds, and fixed income instruments, and maintaining regular reviews and clear communication.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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