Knowledge

Confidence

Discipline

ButlerJeffrey, an independent fiduciary dedicated to putting client interests first, was founded to provide top-shelf advice and investment management, free of conflicts of interest or unnecessary fees. With a long history of client wealth management, ButlerJeffrey makes solid financial decisions and builds portfolios based on the science of investing rather than Wall Street voodoo. We help clients develop a plan and reach their financial goals ― securely and successfully.

The ButlerJeffrey Process

Our approach starts with your life as the central focus and then moves outward to the strategies that fit your specific needs. It begins with what you need, not what we have to offer. We believe your long-term goals can only be met through an integrated approach, one that incorporates all of your financial considerations.