Fort Wayne, IN – Howard Bailey Financial®, a leader in retirement and financial planning for over 20 years, is proud to announce the opening of its newest office in Carmel, IN. This marks the firm’s fifth location in the Midwest, reinforcing its commitment to helping individuals and families navigate their financial futures with more confidence.

“With this expansion, we are excited to extend our reach and provide more personalized retirement planning services to those in central Indiana,” said Casey Weade, Founder & CEO of Howard Bailey Financial®. “While other firms are relying on more standardized and templated strategies, we continue to take a hands-on approach with our clients. We believe that every individual deserves a tailored financial roadmap, and we are committed to developing personalized retirement plans that help our clients achieve the retirement of their dreams.” 

Since 2002, Howard Bailey Financial® has been dedicated to empowering clients through comprehensive financial strategies, including retirement income planning, investment management, tax-efficient strategies, and legacy planning. With a team-focused approach, the firm works closely with clients to create practical and personalized financial roadmaps that align with their unique goals.

The new office, located at 1344 S. Rangeline Rd. Suite 202 will provide in-person consultations and access to a team of experienced financial professionals. To celebrate the grand opening, Howard Bailey Financial® will host an open house event on Thursday, April 24, 2025, from 3:30-6:30 PM, offering attendees an opportunity to meet the team, learn more about the firm’s services, and enjoy refreshments.

“We believe that financial planning is about more than just numbers—it’s about people, their aspirations, and their futures,” added Weade. “By expanding into Carmel, we can continue to deliver the high level of service that our clients expect and deserve.” 

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.****

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

***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.  

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. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

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