Matthew
Berry

Buttonwood Financial Advisors, Inc

CRD#7785515
Investment Advisor
in Baltimore, MD

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About this Advisor

Matthew Berry is a financial advisor based in Baltimore, Maryland, working with Buttonwood Financial Advisors, Inc. Matthew has previously held positions at Buttonwood Financial Advisors, Empirical LLC, Patient Capital Management, Lane Five Capital Management, Interprise Partners, Ideal Electrical Supply Corp, and Pavement Company LLC. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Matthew is part of Buttonwood Financial Advisors, Inc, which operates out of Baltimore, Maryland. The firm has 6 employees and manages assets totaling $308.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Buttonwood Financial Advisors, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1 N Haven Street, Suite 204
Baltimore, MD 21224

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Buttonwood Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$308,069,530

MD Average: $6,889,882,315
Total Number of Employees

6

MD Average: 45
Total Number of Accounts

969

MD Average: 765
Average Account Size

$317,925

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Matthew Berry Work History

2023 - Present (1 year)

Buttonwood Financial Advisors

2020 - 2023 (3 years)

Patient Capital Management

2020 - 2021 (1 year)

Ideal Electrical Supply Corp

2018 - 2020 (2 years)

Pavement Company LLC

2017 - 2018 (1 year)

Ideal Electrical Supply Corp

2015 - 2023 (8 years)

Empirical LLC

2015 - 2016 (1 year)

Interprise Partners

2010 - 2015 (5 years)

Lane Five Capital Management

Disclosures

Please visit the SEC profile of Matthew Berry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Buttonwood Financial Advisors, Inc

Alexandra Stewart
Baltimore, MD
Matthew Berry
Baltimore, MD
Mary Thompson
Baltimore, MD
James Rossman
Baltimore, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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