We are dedicated to providing investment management and strategic wealth planning that is right for you!

Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to meet your needs now and in the future.

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Our Mission

At Bailey & Associates, our mission is simple: To learn more about you, understand your needs and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Our Story

Our History

After graduating college in 1970, Richard Bailey began his career selling insurance with American General.  He was soon promoted to Regional Manager before deciding to venture out on his own.   He started Bailey & Associates from his home in 1974 and bought the office building we operate from in 1981. 

At Bailey & Associates, nothing is more important to us than family.  That’s why we take such care in helping our clients.  For more than 48 years, we’ve been providing clients with services to prepare for their own retirements while leaving a legacy to their families.  Richard started this business as a way to provide for his family while helping other families plan for the future. 

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Services

 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time...

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Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit...

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Life Insurance

A popular misconception about life insurance planning, is that it’s something to do with ensuring others (your policy beneficiaries) enjoy the fruits of your insurance once you’ve...

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Our Team