Bush Wealth Management logo

Bush Wealth Management

Updated today

Client assets under management

$248,801,233

Clients

494

16% high-net worth

Advisors

6

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

82

High

Average account size

$503,646

About

Bush Wealth Management serves individual and high-net-worth clients and also provides retirement plan consulting to plan sponsors in 3(21) and 3(38) capacities. The firm offers discretionary investment management, standalone financial planning and consulting, participant education, and direct management of fee-based fixed indexed annuity products, and provides access to an online estate-planning tool (Estately) for clients.

The firm manages portfolios on a discretionary basis using mutual funds, ETFs, individual equities and fixed income, and implements asset-allocation models with ongoing monitoring and periodic account reviews; its methods include fundamental, technical and cyclical analysis and may employ CD-laddering or short-term trading where appropriate. Bush Wealth supports held-away accounts through Pontera’s order management system and uses eMoney and Orion for reporting, and its investing menu can include funds such as DFA products and iShares Bitcoin ETFs.

Distinctive features disclosed in the brochure include operating as a separately licensed insurance agency with supervised persons who are licensed insurance agents and who receive commissions and a bonus tied to insurance product sales, a compensation arrangement the firm identifies as a potential conflict of interest. The firm’s marketing and referral practices are also notable for this adviser category: it reports use of testimonials and third‑party ratings in advertising and has a promoter agreement (Willow) that receives an annual referral fee of $2,800, all of which the brochure discloses and addresses in its conflict-of-interest policies.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Annuities

Fee options

Fixed

Financial planning and consulting fees generally range from $1,000 to $15,000 on a fixed fee basis

Percentage

$0+: Negotiable up to 2.00% annually for investment management services $0+: Negotiable up to 1.00% annually for retirement plan consulting services

Commissions

Insurance-related products sold on a commission basis by certain supervised persons who are licensed insurance agents

Project-based

$200 to $400 per hour for financial planning and consulting services

Other

Account minimum: $250,000 Fee-only: Financial planning and consulting fees generally range from $1,000 to $15,000 on a fixed fee basis; $200 to $400 per hour

Main office location

Bush Wealth Management

2918 N. Oak St., Ste. B

Valdosta GA 31602, United States

Number of offices

1

Most active in

California · Florida · Georgia · North Carolina · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Stacy B

Series 63, Series 66

Valdosta, GA

Bush Wealth Management

Stacy Bush is a financial advisor at Bush Wealth Management in Valdosta, GA, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and worked at LPL Financial LLC for 15 years before joining Bush Wealth Management, where she has been since 2004. Outside of her advisory role, she serves as Vice Chair of the Valdosta City School Board and chairs its Finance Committee. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management and financial planning. The firm manages approximately $213 million in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual equities, and fixed income.

Annuities
user avatar

Matthew C

Series 65

Valdosta, GA

Bush Wealth Management

Matthew Craven is a financial advisor at Bush Wealth Management in Valdosta, GA, holding a Series 65 designation. He has been with Bush Wealth Management since 2023 and previously worked at Dallas Wayne Boot Company and Onward Reserve. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets and employs a variety of investment strategies including mutual funds, ETFs, individual equities, and fixed income.

Annuities
user avatar

Aaron T

Series 65

Valdosta, GA

Bush Wealth Management

Aaron Taylor is a financial advisor at Bush Wealth Management in Valdosta, GA, holding a Series 65 designation with three years of industry experience. He previously worked at Southwest Georgia Bank / The First, ANBA from 2018 to 2022 and has been with Bush Wealth Management since 2017. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets, utilizing a range of investment strategies including mutual funds, ETFs, individual equities, and fixed-income instruments.

Annuities
user avatar

Courtney G

Series 66

Valdosta, GA

Bush Wealth Management

Courtney Gooding is a financial advisor at Bush Wealth Management in Valdosta, GA, with eight years of industry experience. She holds the Series 66 designation and has worked at Bush Wealth Management since 2017, including a prior stint from 2017 to 2019, as well as at LPL Financial and Southeastern Credit Union. Outside of her advisory role, she serves as Vice President of Park Terrace Properties, where she is involved in strategic planning and property design. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, and individual securities.

Annuities
user avatar

Bradley B

CFP®, Series 66

Valdosta, GA

Bush Wealth Management

Bradley Bayless is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Bush Wealth Management, where he has worked since 2024. His prior experience includes roles at The Swan Agency, Inc., Horace Mann Investors, Horace Mann Companies, and Financial Solutions for Educators. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary portfolio management and financial planning. The firm manages approximately $213 million in assets, utilizing mutual funds, ETFs, individual equities, and fixed-income instruments within discretionary asset-allocation models.

Annuities
user avatar

Stanley P

Series 66

Valdosta, GA

Bush Wealth Management

Stanley Patrick Jr. is a financial advisor at Bush Wealth Management in Valdosta, GA, holding a Series 66 designation with 11 years of industry experience. He previously worked at LPL Financial from 2014 to 2019 and has been with Bush Wealth Management since 2013. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets and employs a variety of investment strategies, including mutual funds, ETFs, individual equities, fixed-income instruments, and access to specialized funds.

Annuities
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")