Bush & Company

What Bush & Company does

Bush & Company is a privately held, family-owned multi-generational financial advisory firm founded in 1982 by Jamie Bush and headquartered in Charlestown, Massachusetts. The firm serves high-net-worth individuals, multi-generational families, and business owners through a relationship-driven advisory model that integrates financial planning, investment management, insurance, estate planning, and legacy advisory services. Its core product is Comprehensive Wealth Planning, built around two proprietary methodologies — the ARC Process for retirement wealth accumulation and the RISK Process for retirement income distribution — supplemented by the Above-the-Line Planning framework, the Three Pillars (Safety, Flexibility, Abundance) model, and the Family Legacy Questionnaire for values-based family engagement.

The firm operates a fee-based and commission revenue model. Securities are offered through Valmark Securities, Inc. (FINRA-registered broker-dealer, Member SIPC) and advisory services through Valmark Advisers, Inc. (SEC-registered investment advisor). Insurance products are distributed through Executive Insurance Agency. Bush & Company is a member of the Valmark Financial Group consortium, an invitation-only network of independent wealth transfer firms with approximately $10 billion in collective AUM and $70 billion of life insurance in force — providing institutional-scale buying power that individual firms of comparable size could not independently access. Technology infrastructure relies on Valmark's TOPS portfolio management system and wealth solutions platforms; no proprietary technology platform or AI/ML capabilities are disclosed.

The team comprises four core members — Jamie Bush (Founding Partner), Drake Richey (Managing Partner since 2015, with prior experience at Fitch Ratings and Wells Fargo), Cait Coombs (Chief Operating Officer, joined 2010), and Katie Hessler (Director of Communications) — collectively bringing 65+ years of advisory experience. The firm maintains a deliberately boutique posture with a New England regional focus, relying on client referrals, thought leadership content, and multi-decade relationship retention as primary growth channels rather than scale-driven acquisition.

Name

Bush & Company

Legal name

Bush & Company

Website

https://bushandcompany.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

1–10 employees

Short description

Bush & Company is a privately held, family-owned multi-generational financial advisory firm founded in 1982 in Charlestown, MA, serving high-net-worth individuals, multi-generational families, and business owners with holistic wealth planning, investment management, insurance, and legacy advisory services through the Valmark Financial Group platform.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Wealth management advisory
• Financial planning services
• Estate planning advisory
• Investment management services
• Legacy planning advisory

Headquarters

HQ city

Charlestown

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fee-Based Financial Planning: Comprehensive financial planning services with fee-based compensation model through Valmark Advisers, providing holistic advisory services including wealth accumulation, income protection, and distribution planning.
2. Investment Management Fees: Fee-based investment management services offered through Valmark Wealth Solutions platforms including TOPS portfolios and various allocation strategies.
3. Insurance Products: Life insurance, disability insurance, and related protection products offered through Valmark Securities and Executive Insurance Agency, with commissions as part of revenue model.
4. Securities and Brokerage: Securities offered through Valmark Securities, Inc., a FINRA-registered broker-dealer, Member SIPC, providing investment products and brokerage services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Bush & Company is a family-owned, multi-generational financial advisory firm that provides holistic, purpose-driven financial, estate, investment, and legacy planning services. Its core offering centers on Comprehensive Wealth Planning, integrating proprietary ARC (wealth accumulation) and RISK (retirement income distribution) processes, supplemented by investment management, estate/legacy planning, and business owner succession solutions delivered through a partnership with Valmark Financial Group.

Product overview

Bush & Company is a family-owned, multi-generational financial advisory firm offering a holistic, purpose-driven approach to financial planning. The core offering centers on Comprehensive Wealth Planning, which integrates two proprietary methodologies: the ARC Process for wealth accumulation and the RISK Process for retirement income distribution. Supporting services include Investment Management using traditional and alternative strategies, Next Generation Legacy Building (estate planning), Business Owner Financial Solutions (succession and exit planning), and Above-The-Line Planning (values-based family mission development). Insurance-related offerings include Life Assurance 360, Concierge Services, Underwriting Advocacy, and Life Settlements. The firm also employs a Three Pillars framework (Safety, Flexibility, Abundance) as the foundational approach to all planning. The company partners with Valmark Financial Group for securities and investment management services.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Wealth Planning

Quantifiable outcome

• 65+ years of combined advisory experience across the team
• +3 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Valmark Financial GroupcoreTechnology or Integration · 1 January 1963Founded in 1963, Valmark is an exclusive, invitation-only consortium of independent wealth transfer and wealth management firms. Valmark comprises Valmark Securities, Inc. (FINRA-registered broker-dealer), Valmark Advisers, Inc. (SEC-registered investment advisor), Executive Insurance Agency, LLC (Master General Agency for life insurance), and the Valmark Policy Management Company. Valmark Member Firms have $70 billion of life insurance in force and $10 billion AUM, providing Bush & Company with institutional buying power and comprehensive platform support.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Edelman Financial Engines: Major national RIA offering wealth management, retirement planning, and estate/legacy services to HNW individuals and families. A scaled incumbent competitor whose planning methodology and family wealth services directly overlap Bush & Company's offering, though at much larger scale and broader geographic reach.
• Carson Wealth: Large RIA and wealth management firm serving HNW families and business owners with holistic financial planning, investment management, and succession services. Comparable in target client and service breadth, but operates at significantly greater scale across multiple U.S. offices.
• Cetera Financial Group: Independent broker-dealer and RIA network supporting thousands of financial advisors with wealth management, investment, and insurance solutions. Functionally analogous to the Valmark platform that Bush & Company relies on, but at much larger scale—making it a competitive consortium alternative for advisor teams.
• LPL Financial: Largest independent broker-dealer in the U.S., providing advisory, brokerage, and insurance platforms to independent financial advisors serving HNW clients. Comparable role to Valmark for Bush & Company, but at dramatically larger scale with technology, custody, and product breadth beyond what Valmark offers.
• Creative Planning: One of the largest independent RIAs in the U.S., serving HNW and UHNW clients with comprehensive wealth, tax, estate, and retirement planning. A scaled incumbent that competes for the same multi-generational family and business owner segments, but with vastly broader resources, technology, and national reach.

Emerging players

• Facet Wealth: Tech-enabled RIA serving HNW individuals with flat-fee financial planning and investment management. An emerging competitor applying digital delivery to the same holistic planning niche—relevant as a forward-looking threat to boutique, in-person advisory models like Bush & Company.

Direct peers

• Halbert Wealth Management: Independent, fee-only wealth advisory firm of similar small size serving HNW families with holistic planning, investment management, and legacy/estate services. Comparable in boutique positioning, multi-generational client focus, and mission-driven planning philosophy.
• BDF Group: Boston-area independent wealth management and financial planning firm serving HNW families and business owners. Comparable in regional focus, multi-generational family client base, and integration of investment, tax, and estate planning under a small partner-led team.
• Glassman Wealth Services: Independent, fee-based wealth advisory firm of similar size serving HNW individuals and multi-generational families. Comparable in its holistic planning approach, small partner-led team, and focus on legacy/retirement planning—directly competing for similar Boston-area and East Coast HNW clients.
• Round Table Wealth Advisors: Multi-family office-style advisory firm serving HNW and UHNW families with holistic wealth planning, investment management, and legacy services. Comparable in mission-driven philosophy, small team structure, and emphasis on family governance and generational planning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Instagraminstagram.com/bushandcompany
• LinkedInlinkedin.com/company/bush-company123

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bush & Company