We help individuals, entrepreneurs, and nonprofits manage and grow resources so they can better their communities and themselves.

We work collaboratively with our clients, as educators, helping them get good information to make good decisions. The result is a financial plan that isn’t just suitable for your situation now, but an agile strategy in your best interest for the long term.

Long term investing is best done with investments likely to perform the best in the long term.

We focus on low cost indexing investment strategies. Our strategy isn’t in trying to time when to buy and sell. We focus on what and how much to own based on your needs. It’s counterintuitive, but trying to time the market with active investing doesn’t work well in the long term. Here’s how active investing has performed in the long term:

Performance of Actively Managed Stock Funds - 20 Years (2003-2023)

• 6% of large-cap funds beat the S&P 500.
• 7% of mid-cap funds beat the S&P MidCap 400.
• 4% of small-cap funds beat the S&P SmallCap 600.

Source: SPIVA Statistics & Reports

If the market is the thing to beat, funds that try to beat markets cost more and are unlikely to achieve their goals in the long term, why not just own investments that replicate the markets? That’s what we do. Our portfolios allow our clients to own investments that replicate markets both in the United States and globally.

Markets can be uncertain, but investment expenses aren’t.

Lowering expenses is proportionally equal to gaining investment growth. Using low cost exchange traded funds instead of active mutual funds, we take advantage of more efficient ways to own the same type of investments. The result saves our clients money in fees and expenses each year.

Our first priority is success for our clients.

We are a fee only fiduciary advisor. We don’t receive commissions for selling investments, and aren’t affiliated with any proprietary investment products. Our clients’ investments are held independently by our custodian. Our advice is independent, and our success is the direct result of our ability to grow your assets.

Wilson Taliaferro is an experienced strategic planner and financial advisor with proven ability to help families and businesses.

Recognized for understanding clients' existing challenges and needs, and creating a long term vision for the future as well as a step-­by-step plan to get there. He has advised and grown closely held businesses local to the Baltimore area, as well as multiple Silicon Valley healthcare technology startups. Prior to forming Bush River Trust, he advised clients as part of a team with AXA, a global financial services firm founded in 1816.

Education

• University of Louisville,
    Bachelors of Science in Business Administration 2003

Community Involvement

• Board Member, The Manor Conservancy

• Past Co-Chair, Friends School of Baltimore - Alumni Association Board

Office Location

201 International Circle
Suite 230
Hunt Valley, MD 21030
410.343.9863

Schedule