Bush Wealth Management logo

Bush Wealth Management

Updated today

Client AUM

$248,801,233

Clients

494

Advisors

6

of 12 employees

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

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

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

2918 N. Oak St., Ste. B

Valdosta GA 31602

Advisors at this office

6

Most active in

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

Also doing business as

Bush Investment Group, LLC · Bush Investment Group, LLC Dba Bush Wealth Management · Bush Wealth Management

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 with Bush Wealth Management in Valdosta, GA, holding a Series 66 designation and nine years of industry experience. Prior to rejoining Bush Wealth Management in 2019, Gooding worked at LPL Financial and Southeastern Credit Union. Outside of advisory work, Gooding serves as Vice President of Park Terrace Properties, where responsibilities include strategic planning and design assistance. Bush Wealth Management serves individual and high-net-worth clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and tools, and provides access to an online estate-planning tool as part of its services.

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 with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for five years. Bush Wealth Management serves individual and high-net-worth clients and provides retirement plan consulting to plan sponsors. The firm offers discretionary investment management, financial planning, and access to online estate-planning tools, managing portfolios through a variety of strategies and investment vehicles.

Annuities
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)