A complete list of active advisors currently associated with Bush Wealth Management

Warmer can help you find a great advisor at Bush Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bush Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.