A name rooted in family values
Howard Bailey was originally founded as Davenport Financial Services in 2002. In 2011, we changed our name to something that better reflected our business and philosophy — a combination of two great men who helped shape what Howard Bailey Financial, Inc. is today.
Howard Weade is the grandfather of Casey Weade. Howard lent much to the conservative investment approach that was ingrained in the mind of Casey, as well as the approach that the Howard Bailey team utilizes today.
Ralph Bailey is the grandfather of Casey Weade and father of Diann Weade. Ralph lent much to the character that Howard Bailey upholds every day, focusing on educating our clients and treating each as an individual.
Our name also reflects our family values. Casey founded Howard Bailey as a family company built upon developing a secure, independent retirement for each and every client. Our logo is a family tree that reflects strength, persistence, growth, resilience and, of course, the strong family values upon which we were founded.
Howard Weade, father of Davenport Financial Founder Ron Weade and grandfather of President Casey Weade, has been the greatest influence on our philosophy about investments and saving...
READ MORE
Those in the Indiana education field have likely heard of the inspirational and outspoken Ralph Bailey. He has been, and is still known as, a mentor, teacher, principal, superintendent, leader, father, grandfather, great-grandfather, motivational speaker and much more...
READ MORE
Your Howard Bailey Financial team includes three CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals. As a potential or current client, collaborating with a CFP® professional provides you with the reassurance of attaining your financial goals. In addition to meeting a high standard of education and career experience requirements, CFP® professionals possess credibility at both an ethical and professional standpoint.
Prior to certification, CFP® practitioners must complete a CFP Board-approved financial planning curriculum—mastering almost 100 integrated financial planning topics (investments, insurance, retirement planning, risk management, etc.), while also committing to continued educational classes, including a code of ethics course.
Furthermore, CFP® professionals are required to pass a 10-hour CFP® Certification Exam that tests their financial planning knowledge on an integrated level and accumulate at least three years of personal financial planning experience.
In the final step, CFP® practitioners concede to a strict code of professional conduct, known as CFP Board’s Code of Ethics and Professional Responsibility. This clause lays the groundwork for an advisor’s commitment and ethical responsibility to the public, clients and employers. In addition, the Code of Ethics prompts CFP® professionals to remain fair and diligent when providing financial planning advice and services, putting your interests first.
Source: Certified Financial Planner Board of Standards, Inc.
“CFP® Certification: The Standard of Excellence Copyright ©2017, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.”
Casey Weade, Certified Financial Planner® and President of Howard Bailey, breaks down how to utilize our Retire With Purpose planning framework to customize a retirement roadmap that mirrors your values, goals and passions.
Your Howard Bailey Financial includes three CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, CFP® candidates, and an entire support staff — all working hard to help you through one of life's biggest transitions.
Meet the Team
Join our modest, nimble and goal-driven group of advisors, client services, operations and marketing professionals who thrive on building relationships — with each other, and with our clients.
JOIN OUR TEAM
We welcome our Howard Bailey friends and family to join us at the upcoming charitable events. This is our time to give back — won't you join us?
GIVING BACK