About Us

The Butterfield Group is a financial services firm located in Southern California. Our goal is to understand you as a unique person and create a plan that is precisely aligned to your goals - from wealth generation to debt management. We strive to guide you through potential issues and challenges that you may face. We use different strategies for income, growth, tax optimization, and protection for each client to match their own distinct needs.

The Butterfield Group’s core values:

·         Do what is in the best interest of the client

·         Give clients world class investment management and financial planning service

·         Optimize risk and opportunity for the client

·         Model integrity and honesty in our actions and communications

·         Be better today than yesterday