Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies.
Our team of Advisors, Associate Advisors, and professionals from our Client Services, Impressions, Operations, and Marketing teams strive to deliver the very best experience in pre-retirement and retirement planning. Through education, one-on-one meetings, and a comprehensive team-planning approach, we have helped retirees across the country secure their financial futures.
Our commitment to our mission, purpose, and core values is what makes the continued growth of Howard Bailey possible.
- Our purpose: To Grow People Who Grow People.
- Our Core Values: Collaboration, Dedication, Efficiency, Humility, Innovation, Integrity, Trust, and Respect.
- Our big goal: We will positively impact the lives of our clients, team members, and community for the next 100 years and beyond.
Howard Bailey Financial is the Official Wealth Management Partner of Notre Dame Athletics. We were voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021, and 2022, and each location holds a Google review rating of 4.5 out of 5 stars or better.
Benefits
Plus Dental, Disability and Life Insurance options
401k with company match after 1 year of employment
Starting at 6 days per quarter, 8 paid national holidays and 16 paid hours for volunteer and charitable causes.
2 extended workout lunch hours per week, plus $150/year gym reimbursement
Current Job Openings
Operating in a client-facing role, while under the oversight and leadership of a primary Financial Advisor, our Associate Advisors bring scale to our business by assuming the advisory services for our existing clients.
The Impressions Specialist will welcome to our clients and guests, whether through in-person visits, phone calls, or text messages. This position requires ensuring that our in-office visitors receive World-Class service through managing appointments and client information in our CRM system
Operating with a high focus on relationship building and proven experience in retirement planning using Fixed Index Annuity, Marketable Securities (specifically UMA/SMA sleeves), and Life Insurance products.
Operating with a high focus on relationship building and proven experience in retirement planning using Fixed Index Annuity, Marketable Securities (specifically UMA/SMA sleeves), and Life Insurance products.
Operating in a client-facing role, while under the oversight and leadership of a primary Financial Advisor, our Associate Advisors bring scale to our business by assuming the advisory services for our existing clients.
The Client Operations Specialist will intake account service requests and assist our Advisory team in the processing of documents on behalf of our clients.
The exterior of our corporate headquarters in Fort Wayne, Indiana.
A timeline of the company's history starting with its founding as Davenport Financial Services in 2002.
Our headquarters is equipped with a studio where we record our radio show and podcast.
The reception area at our corporate headquarters in Fort Wayne, Indiana.
Financial Advisor Brad Smock works on a client's retirement strategy in our Large Conference Room.
Members of our Client Services team gather for a meeting at the kitchen island.
Reception area at our Fort Wayne, Indiana, headquarters.
The vestibule entrance to our company headquarters in Fort Wayne, Indiana.
Our lobby mantle decked for the holiday season.
Howard Bailey Financial, Inc. is based in Fort Wayne, Indiana. We have satellite offices located in Mishawaka, Indiana; Brownsburg, Indiana; and Perrysburg, Ohio; with continued market expansion plans for the future. Our locations are situated within the top 5 largest cities in the state, and are close to shopping, restaurants, recreation and residential neighborhoods. Additionally, we serve clients across the United States virtually.
Interested in joining us in our home office? Visit Fort Wayne is a great resource to learn about our downtown, parks, schools, recreation, shopping and more. Learn more about our home town
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