Howard Bailey Financial Becomes Official Wealth Management Partner of Notre Dame Athletics

First-ever Wealth Management partnership for Notre Dame Athletics, aligns with purpose-driven Midwest advisory firm

SOUTH BEND IN, March, 24, 2023 – Notre Dame Global Partnerships (NDGP), the multimedia rightsholder for the University of Notre Dame Athletics Department, announced today a new multi-year partnership that will make Howard Bailey Financial, Inc.™, an Indiana-based retirement planning firm, the Official Wealth Management Partner of Notre Dame Athletics.

This leading-edge partnership will advance Howard Bailey's purpose-driven strategies for its clients across the United States. Additionally, the firm will participate in Notre Dame's Overtime Program, which allows Athletics partners to connect with student-athletes and recruit from a diverse pool of young professionals for summer experiential learning opportunities.

Howard Bailey and its services will be amplified across Notre Dame Athletics’ digital platforms, official social media channels, and national radio network. Additionally, the firm will be incorporated into Notre Dame events to build impactful experiences for its clients, team members, and local community.

"We are excited to partner with Howard Bailey Financial, a company that shares our mission to be a force for good in the world. Their commitment to making a difference in our local communities through their financial knowledge and expertise is a perfect fit for Notre Dame,” said Jim Fraleigh, Notre Dame Deputy Athletics Director, Corporate Relations.

“Standing alongside a program as legendary as Notre Dame Athletics is an amazing opportunity for us to further our mission of helping others gain clarity in purpose and elevate meaning through practical financial planning," said Casey Weade, CEO and Founder of Howard Bailey Financial.

“I am truly excited to leverage the partnership to amplify our passion for growing people and helping others within the communities we serve.”

With offices in Indiana and Ohio, Howard Bailey Financial builds custom financial plans and advises clients across the nation. The partnership is the company’s first with an athletics partner and is an extension of its goal of positively impacting the lives of its clients, team members and community over the next century.

Notre Dame Global Partnerships, a joint venture between Legends and JMI Sports, facilitated the partnership.

About Notre Dame Athletics

The University of Notre Dame sponsors 26 varsity athletics programs (13 men’s, 13 women’s), dating back to 1887 when the Irish played their first football game. Notre Dame won its 33rd national championship in 2022 when the Irish claimed the NCAA Fencing Championship following previous titles in football (11 consensus), fencing (three men, one women, seven combined), women’s soccer (three), women’s basketball (two), men’s tennis (two), plus one each in men’s soccer, men’s golf and men’s cross country. Notre Dame student-athletes in 2021 recorded one of the highest NCAA Graduation Success Rate figures (97) among all Football Bowl Subdivision institutions. In the 2021 Olympic Games, the Irish sent an ACC-leading 21 current or former student-athletes to Tokyo (most in school history). Notre Dame football remains independent in terms of conference affiliation, but most other Irish sports began competing in the ACC in 2013-14.

About Notre Dame Global Partnerships

Notre Dame Global Partnerships (NGDP) manages the sales, marketing, sponsorship, multimedia rights, and branding services for the University of Notre Dame’s Athletics programs. Founded in 2018, NDGP is a joint venture between JMI Sports and Legends, formed to build integrated partnerships with industry-leading partners that share the University’s commitment to both academic and athletic excellence. Notre Dame’s status as one of the most recognizable and iconic institutions in collegiate athletics offers brands a unique opportunity to connect with fans, students, and alumni globally. NDGP is creating new and innovative partnerships that contribute to the University’s mission while also upholding its storied history and tradition.

About Howard Bailey

Howard Bailey Financial’s mission is to help others gain clarity in purpose and elevate meaning in their daily lives through practical financial strategies. Founded in 2002, the company’s name incorporates founder Casey Weade’s grandfathers – Howard Weade and Ralph Bailey – whose collective approach to investment and client relationships helped shape what Howard Bailey Financial is today. Howard Bailey has office locations in Indiana and Ohio, and serves clients throughout the United States virtually.

Media Contacts:

Stacey Escudero, Legends / [email protected]
Stephen Salcedo, Howard Bailey Financial / [email protected]