Howard Bailey Financial

EST. AUM
$582,792,249

CONTACTS
3

CLIENT ACCOUNTS
4,056

Firm Details

Metro area Indianapolis
CRD Number 282712
Website howardbailey.com
Client types

Overview

Howard Bailey Financial, Inc., originally established as Davenport Financial Services in 2002, underwent a rebranding in 2011 to adopt a name that embodies its philosophy and legacy. The name Howard Bailey is a tribute to two influential figures who shaped the organization's foundation and values. Howard Weade, the grandfather of Casey Weade, contributed significantly to the firm’s conservative investment philosophy, which continues to guide the Howard Bailey team today. Ralph Bailey, also Casey’s grandfather and the father of Diann Weade, instilled the principles of education and individualized client care, hallmarks of Howard Bailey’s character and operations. Founded by Casey Weade, Howard Bailey Financial, Inc. reflects strong family values and is dedicated to helping clients achieve a secure and independent retirement. The company’s logo, a family tree, symbolizes strength, persistence, growth, resilience, and the enduring values upon which the organization was built.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Howard Bailey Financial

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company