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.

As part of this year’s rankings, Newsweek and Plant-A Insights Group evaluated over 15,000 SEC-registered financial advisories. Firms were selected based on key factors, including asset and client performance, adviser expertise, service offerings, and their commitment to transparency and fiduciary responsibility.

According to a recent survey, more than 77 percent of Americans feel uncertain about their financial futures. In response, Howard Bailey has stepped up as a partner, aiming to help individuals and businesses achieve their financial goals.

“I believe this recognition is a reflection of the dedication and collaborative spirit of our entire team,” said Marshal Johnson, CFP®, Vice President & Senior Financial Advisor for Howard Bailey. “Howard Bailey was built on a foundation of trust, transparency, and an unwavering commitment to putting our clients first. Every member of our team shares a passion for helping individuals and families achieve financial clarity and confidence through personalized strategies. Being named alongside other leaders in our field is not just an honor—it’s a testament to the power of a team-driven approach and the strong relationships we’ve cultivated with those we serve. Together, we strive to transform uncertainty into opportunity and turn financial goals into realities.”

For over 20 years, Howard Bailey has offered financial planning solutions specific to each client’s unique goals. This is the bedrock of Howard Bailey’s “Retire With Purpose” mission, which uses a four-step retirement planning process that evaluates a client’s Liquidity, Income, Flexibility, and Estate planning to create a L.I.F.E. plan for their dream retirement.

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.

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