Insights

Growth footprint Howard Bailey Financial is expanding its geographic and digital reach with multiple Indiana offices and virtual client service nationwide, signaling ongoing capacity for onboarding new clients and cross-market services.

Succession and retirement focus With a clear emphasis on pre-retirement and retirement planning and a mission to elevate client meaning, there are opportunities to position advanced retirement income planning, estate coordination, and long-term care strategies.

Talent and capacity Recent hires across marketing, advisory, and client experience roles indicate investment in client engagement, branding, and service delivery—prospects for adopting layered CRM, journey analytics, and advisory productivity tools.

Technology stack Utilizes a modern toolkit including Microsoft 365, SharePoint, Zendesk Chat, and analytics platforms, suggesting receptivity to integrations for client onboarding, communications, and data-driven planning.

Financial scale Estimated revenue in the mid to high six figures to seven figures alongside a team of 11-50 positions, presenting opportunities for scalable compliance services, cybersecurity, and firm-wide HR/benefits solutions as they grow.

Similar companies to Howard Bailey Financial, Inc.

Howard Bailey Financial, Inc. Tech Stack

Howard Bailey Financial, Inc. uses 8 technology products and services including Adobe Creative Cloud, Usercentrics, Microsoft SharePoint, and more. Explore Howard Bailey Financial, Inc.'s tech stack below.

Media & News

Howard Bailey Financial, Inc.'s Email Address Formats

Howard Bailey Financial, Inc. uses at least 4 email formats:
Howard Bailey Financial, Inc. Email FormatsExamplePercentage
FirstLast@howardbailey.comJohnDoe@howardbailey.com
72%
First@howardbailey.comJohn@howardbailey.com
19%
FirLast@howardbailey.comJohDoe@howardbailey.com
7%
FirstLas@howardbailey.comJohnDoe@howardbailey.com
2%

Frequently Asked Questions

What is Howard Bailey Financial, Inc.'s official website and social media links?

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Howard Bailey Financial, Inc.'s official website is howardbailey.com and has social profiles on LinkedIn.

How much revenue does Howard Bailey Financial, Inc. generate?

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As of August 2026, Howard Bailey Financial, Inc.'s annual revenue is estimated to be $50M - $100M.

What is Howard Bailey Financial, Inc.'s NAICS code?

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Howard Bailey Financial, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Howard Bailey Financial, Inc. have currently?

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As of August 2026, Howard Bailey Financial, Inc. has approximately 39 employees across 1 continents, including North America. Key team members include Chief Marketing Officer - Brand And Marketing Strategy | Leadership Team | Growth Strategy: S. S., Vice President - Certified Financial Planner™: M. C. and Director Client Service: B. C. Explore Howard Bailey Financial, Inc.'s employee directory with LeadIQ.

What industry does Howard Bailey Financial, Inc. belong to?

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Howard Bailey Financial, Inc. operates in the Financial Services industry.

What technology does Howard Bailey Financial, Inc. use?

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Howard Bailey Financial, Inc.'s tech stack includes Adobe Creative Cloud, Usercentrics, Microsoft SharePoint, Microsoft 365, ADP HRMS, Zendesk Chat, Slack and Piwik PRO Core.

What is Howard Bailey Financial, Inc.'s email format?

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Howard Bailey Financial, Inc.'s email format typically follows the pattern of FirstLast@howardbailey.com. Find more Howard Bailey Financial, Inc. email formats with LeadIQ.

When was Howard Bailey Financial, Inc. founded?

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Howard Bailey Financial, Inc. was founded in 2002.
Howard Bailey Financial, Inc. logo

Howard Bailey Financial, Inc.

Financial ServicesIndiana, United States11-50 Employees

Howard Bailey Financial, Inc. is a financial services firm focused on retirement and financial planning, delivering education, one-on-one consultations, and a team-based planning approach to help clients gain clarity and meaning in their financial strategies. Based in Fort Wayne, Indiana, with additional offices in Mishawaka, Carmel, Brownsburg (Indiana), and Perrysburg (Ohio), the firm serves clients across the United States virtually and aims to support retirees and those nearing retirement. The organization emphasizes a core value system that includes collaboration, integrity, and respect, guided by a purpose statement to grow people who grow people, and a long-term goal of positively impacting clients, team members, and the community for the next century. Recent activity highlights include hosting a client-focused retirement education event at the University of Notre Dame and expanding its physical presence with a new office in Carmel, Indiana.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Howard Bailey Financial, Inc.'s revenue is estimated to be in the range of $50M - $100M

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