Howard Bailey Financial Email Format

Financial ServicesIndiana, United States11-50 Employees

Howard Bailey Financial is a mid-sized financial services firm based in Fort Wayne, Indiana. It operates as a fiduciary advisory practice that prioritizes clients' interests, aiming to protect and grow their wealth. The firm emphasizes a holistic planning approach, seeking a complete view of a client's finances to ensure retirement assets work in harmony with other assets. When needed, it can refer clients to networked tax professionals or attorneys to address specific aspects of a financial plan.

Its service scope includes wealth accumulation, asset protection, retirement and tax planning, estate planning, life insurance, IRA rollovers, charitable giving, long-term care, income planning, and tactical management. Recent developments include expanding its offices to Carmel, Indiana in 2025, and hosting a client-focused event at the University of Notre Dame in 2026 to discuss retirement insights.

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