Press

As technology-driven financial advising and low-cost robo-advisers gain momentum, a growing number of financial professionals are turning toward a more human, personalized approach to retirement planning. Casey Weade, Founder and CEO of Howard Bailey Financial, is leading this shift by focusing on the emotional and purpose-driven aspects of retirement, helping clients go beyond spreadsheets to uncover their "why" for saving.

Howard Bailey Financial is proud to announce its inclusion in Newsweek’s prestigious list of America’s Top Financial Advisory Firms 2025. Of the more than 15,000 SEC-registered financial advisories evaluated for the list, Howard Bailey was ranked as one of the top four firms in the state of Indiana.

Howard Bailey Financial is proud to announce that Carl Wright Jr., Marketing Multimedia Specialist, has earned his Financial Paraplanner Qualified Professional (FPQP) designation. This achievement reflects Wright’s dedication to growing his expertise and broadening his experience in the retirement planning industry.

Howard Bailey Financial is warming up the holiday season by partnering with the Volunteer Center for its annual Coats for Kids drive throughout the month of November. For each coat donated, the Howard Bailey will provide a new hat and gloves, ensuring kids have the essentials to face the colder months ahead.

Howard Bailey Financial is proud to announce its sponsorship of the Fort Wayne/Allen County NAACP’s 75th Annual Marjorie D. Wickliffe Freedom Fund Banquet.

Howard Bailey Financial is proud to announce the addition of Kate Nichols to the team as Office Manager. In this key role, Nichols will support the firm's dedication to continually striving to provide a positive experience for clients and potential clients. She will oversee advisor scheduling, client communication, and will coordinate client experience events. As part of a cohesive team, Nichols will ensure smooth communication between Howard Bailey's financial advisors, clients, and client service team.

Howard Bailey Financial is proud to announce its sponsorship of the Purdue Fort Wayne vs. Notre Dame Charity Exhibition Game. The event will take place on Wednesday, October 30, at the Allen County War Memorial Coliseum, bringing together local community members, sports enthusiasts, and philanthropists for an evening of fun, competition, and excellent local causes.

Howard Bailey Financial is excited to announce the addition of Brady Cleaveland as a Client Relationship Specialist. In this role, Cleaveland will be responsible for building, engaging, and growing relationships with potential clients, while educating them on the firm’s mission, vision, and values.

Howard Bailey Financial is excited to announce the addition of Liz Colter as a Marketing Data Administrator. In this role, Colter will be responsible for processing data that provides insight and drives decisions for the organization.

Howard Bailey Financial is proud to announce that Lakeshia Holeman, Client Operations Specialist, has earned her Financial Paraplanner Qualified Professional (FPQP) designation.

Howard Bailey Financial is pleased to announce the addition of Tessa Doll to our team as an Advisory Team Associate. Doll joins us with a passion for helping clients gain confidence in their financial decisions through education and personalized support.

Howard Bailey Financial is pleased to announce that Karissa Labenz has successfully passed the Series 65 exam. This significant achievement underscores Labenz’s dedication to advancing her knowledge and skills in the financial industry, as it positions her to provide even greater support to the firm’s clients and Advisors.