Our Mission
We empower people to live comfortably by planning wisely.
Every person, family and business has a different set of priorities for what they want their money to accomplish. Whether it’s to save for retirement, put children through college, or to simply leave a long, lasting legacy; our focus are your individualized goals.
We are a not a one-size fits all wealth management firm. Our team pride themselves on creating personal, goal oriented, and unique strategies. We strive to equip our clients with the knowledge and confidence to make the best decisions for their family.
Although we cannot guarantee what the market will do, we can guarantee that the service & personal attention you receive from our team will be second to none. If you want to learn more about our process, please give us a call.
Our Difference
We stand apart by embracing a fee-only approach to financial advising.
This transparent structure aligns our success directly with yours, helping to ensure that our advice is always tailored to what’s best for you, not what’s most profitable for us.
Unbiased Advice
As fee-only advisors, our recommendations are driven purely by your needs and goals, not by the potential for commission. This commitment eliminates conflicts of interest and builds a foundation of trust and integrity.
Client-Centric Approach
Our service is bespoke, designed to reflect the uniqueness of your financial situation. We take pride in our ability to understand and plan for the individual challenges and aspirations of each client.
Comprehensive Experience
Our team of credentialed professionals is equipped to manage all aspects of your financial life, from asset allocation and risk management to retirement planning and estate strategies. Each plan is meticulously crafted to optimize financial outcomes and enhance your peace of mind.
By choosing Bush Wealth Management, you are opting for a partner who values transparency, experience, and personalized service above all else.
Our Team
Stacy Bush, AIF®
President/CEO, Wealth Advisor
Kent Patrick, CRPC®
Partner, Wealth Advisor
Courtney Gooding
Partner, CCO
Aaron Taylor
Wealth Advisor
Jessica Chick
Director of Client Services
Rob Simmons
Associate Service Advisor
Debby Burnett
Office Administrator
Carlee Smith
Director of First Impressions
Chandler Craven
Operations Associate
Heather Van Horn
Director of Marketing
