As an independent firm, Butterworth Financial Group does not hold client assets. We have a contractual relationship with Raymond James, which provides custodial and brokerage services to our clients.
Beyond holding and maintaining our client accounts, Raymond James supports our team in many significant ways, such as investment due diligence and equity research, compliance services, and trading and operational support. They also provide a platform that enables us to offer our clients trust services, cash management options, and unique lending solutions.Learn more
Integrity is doing the right thing, even when no one is watching.