FORT WAYNE, IN – 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.

Weade doubled-down on Howard Bailey’s purpose-driven retirement planning approach by hiring Les McDaniel as Howard Bailey’s Chief Purpose Officer. In this strategically designed role, McDaniel has developed a dynamic retirement coaching platform that will guide clients through the non-financial aspects of retirement. This includes coaching sessions, webinars and additional resources designed to amplify Howard Bailey’s mission to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies.

“The most important planning is beyond the numbers,” Weade said. “People have to have meaning and purpose — the why — before they can get to the details of what to spend their money on — the what.”

McDaniel emphasized the importance of this shift stating that “the beauty of coaching is that it’s not therapy—it’s a platform for clients to share their stories and find wisdom. As technology continues to expand, the human connection becomes more vital.”

You can read the entire article about how financial advisers go ‘beyond the numbers,’ bringing in retirement coaches to offer well-rounded advice by visiting MarketWatch.

On November 22, 2024, Howard Bailey Financial was named to Newsweek’s Top Financial Advisory Firms for 2025. No compensation was provided to Newsweek to obtain inclusion on the list, but there is a licensing fee to utilize the Newsweek logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on https://www.newsweek.com/rankings/americas-top-financial-advisory-firms-2025.

Howard Bailey Financial, Inc. was founded in Fort Wayne, IN, as Davenport Financial Services in 2002. The name changed in 2011 as a tribute to the grandfathers of the founder and CEO, Casey Weade. The mission of Howard Bailey is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. In 2017, Howard Bailey opened a second location in Mishawaka, IN, followed by the opening of the Perrysburg, OH, location in 2022. Also in 2022, Howard Bailey acquired Singer Financial in Brownsburg, IN, giving the independent retirement planning firm four locations in the region. Howard Bailey has been voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021, 2022, and 2024*. Howard Bailey Financial became the Official Wealth Management Partner of Notre Dame Athletics in 2023**.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Registration as an investment adviser does not imply any level of skill or training. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request.   

*The rating referenced was given on September 28, 2024, and is based on public vote from July 6-28, 2024; September 30, 2023, and is based on public vote from July 8-30, 2023; September 25, 2022, and is based on public vote from July 10-31, 2022; September 19, 2021, and is based on public vote from July 11 – August 8, 2021; and September 20, 2020, and is based on public vote from July 12 – August 6, 2020. The rating was created, tabulated, and presented by Fort Wayne Newspapers. This award recognizes companies based on popular vote. Howard Bailey Financial did not pay to participate in the rating process but did cover the cost for the award badging to market this recognition. For more details, please visit: www.fortwayne.com/ReadersChoice-faq.

**University of Notre Dame and University of Notre Dame Athletics (“Notre Dame") are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure.   

1 https://www.cnbc.com/select/how-to-take-control-of-your-finances/

©2024 HOWARD BAILEY FINANCIAL, INC.  

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