In 1985, Tom Bush and Howard Polen came together to build a financial services practice based on skill, shared values, and a belief that relationships matter when working with people. Tom brought with him a thriving tax practice and blended it with Howard's financial services practice to form Bush Polen & Associates.

Working with close friends and those they referred, Family became a natural key word for the business and still is to this day. We believe strongly that each client is a member of the Bush Polen family and should be treated as such.Now into the second generation, Scott Bush and Tim Polen continue to embrace the same family atmosphere and relationship that our clients have enjoyed for so many years.

Bush Polen is an independent financial services organization working with one of the most respected and dependable brokers in the industry – Raymond James Financial Services. The relationship formed back in 1985 when Tom and Howard started their business and is still strong today. Raymond James exudes the same level of professionalism and clarity that Bush Polen believes our clients deserve.

The incredible staff at Bush Polen combined with the resources and financial tools of Raymond James Financial Services allow us to help our clients meet their financial goals while working with a team of professionals who take the time to get to know them like family.

Bush Polen team photo

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.