FORT WAYNE, INDIANA, July 5, 2022 – Howard Bailey Financial, Inc.™, a Fort Wayne-based independent retirement planning firm, today, announced the integration of Singer Financial, a firm located in Brownsburg, IN, that has provided retirement planning guidance for more than 25 years.
Amidst this integration, Singer Financial Group will continue providing financial guidance to clients, while Howard Bailey oversees all business management and operation responsibilities. The team at Howard Bailey will incorporate their staff, training, technology and education into Singer Financial with the end-goal of providing an elevated level of service, enhanced financial strategies and expansion of money manager options to all clients.
Brian Singer, President and CEO of Singer Financial, founded the company with a precedence on similar values and vision to that of Howard Bailey. In moving forward with this partnership, Singer’s priority is to maintain the firm’s ability to be the last financial partner his clients work with, as well as a multigenerational business. As such, Singer will remain on staff and utilize the newfound level of continuity Howard Bailey brings to strengthen his focus on delivering clients financial independence, lower fees and superior support.
Alongside Howard Bailey, Singer Financial will continue to prioritize the protection of client portfolios, while also providing a greater breadth of financial vehicles and expertise, a deeper level of client service and essential elements of personalized service in the retirement planning process.
Casey Weade, CEO and Founder of Howard Bailey Financial, is excited for the continued opportunity to pursue one of Howard Bailey’s core values: Helping others.
“While this acquisition paves the road for scaling our company, it also means we’re able to help more people via our services," Weade said. "Over the next ten years, one of my dreams is to positively impact the lives of 10,000 people through the work we do at Howard Bailey, and we couldn't have found a better firm to integrate and gain experience with."
"Brian Singer has cultivated more than two decades’ worth of experience and is just an all-around great human being," Weade added. "He has built a wonderful practice, not much different than ours, and we’re all incredibly excited for the future,”
The next steps in this acquisition will include merging Singer Financial clients with Howard Bailey Financial, transitioning processes and business under management and leveraging the services offered at Howard Bailey to mirror those offered to current Singer Financial clients.