We empower you to live comfortably by planning wisely.

We offer a process-driven,
fee-only approach to money management.

1. Discover

Understanding your personal, professional and financial life goals

2. Educate

Discuss the risk and reward characteristics of different asset classes and their contribution to the overall portfolio asset allocation

3. Recommend

The optimal blend of options to meet your goals

4. Implement

The strategy employed to construct your wealth plan

We are here for you!

Fee Only

Financial Advisors

Bush-Wealth-Management-Team

We believe it takes a team to provide great advice.

It’s the only way to deliver the depth of solutions our clients deserve and to equip them with the knowledge and confidence to make the best decisions for their family.
“Every client deserves a unique plan to match their unique financial goals.”
Stacy Bush Headshot Outside
Stacy Bush
President/CEO
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Free Portfolio Risk Analysis

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Working Hours

Mon-Thu: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 1:00 PM

Phone & Fax

Office: (229) 247-1474
Toll-Free: (855) 520-1474
Fax: (229) 247-1453

Address

2918 N. Oak Street Suite B
Valdosta, GA 31602

Contact

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