Eric D. Bailey is a Certified Financial Planner with over 30 years of experience as a financial advisor. As the founder and principal of Bailey Wealth Advisors, he and his team specialize in “Sustainable Wealth Strategies” for the generational security of affluent families, entrepreneurs and small institutions throughout the Washington/Baltimore Metropolitan area. This encompasses providing business exit/succession planning, and advanced estate, retirement, and tax strategies that enhance the clients’ financial security. His clients include executives of public corporations and owners of closely held businesses with revenues exceeding $100 million.
Bailey Wealth Advisors (BWA) remains one of Washington D.C./Baltimore region’s premier wealth management firms. In 2021 & 2020, BWA was named a top 25 Financial Planning Firm by the “Washington Business Journal*”, which was a continuation of its record for high pubic recognition, prominently established by its top 25 ranking in the “Baltimore Business Journal*” in 2014. Eric Bailey was also recognized and selected as a top financial advisor by “100 Top Magazine**” in 2021 and a “Five Star Wealth Manager Award Winner*” in 2017 through 2019. The hallmark of his firm is a fee-based, holistic approach to coordinating the activities of multiple advisors and professionals that help ensure the objectives of clients are identified, strategies defined and a clear plan is implemented as prescribed. Utilizing this unique client, business and family centered process helps assure clients are well positioned to maintain financial stability and create legacy for themselves, their family and the charitable causes or institutions they care deeply about.
*Firm listing is based on data from financial advisors, regulatory disclosures, and other research. Neither the advisors nor their parent firm pay a fee for the nomination or award. Working with an award recipient is no guarantee of investment success. **Top 100 selects candidates utilizing proprietary software which include social media, blog posts, peer reviews, and Google indices. LFN is not required to be a member of Top 100 to be eligible to receive the award. No fee was required for nomination, receipt or promotion of this award which was independently granted.
Eric earned his CFP® certification and has been a Certified Financial Planner Practioner™ since 1989. He remains a member of Sagemark’s prestigious Chairman’s Council which represents the top one percent of financial planners affiliated with Lincoln Financial Advisors. Eric also maintains his status as a member of Sagemark Private Wealth Services Group and The Resource Group, an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors.
In addition to his responsibilities as founder of Bailey Wealth Advisors, Eric is currently a board director for The Community Foundation of Montgomery County, The George B. Thomas Learning Academy, and The Wealth Club. He previously served on The Montgomery College Planned Giving Committee and the Howard University Department of Finance and International Business Advisory Board. He is a former member of the Montgomery County, MD Compensation Committee for Elected Officials, board member of the National Business League of Southern Maryland and the Allen-Adams Federal Credit Union. He is a proud graduate of Hampton University.
A frequent speaker for local and national associations, Eric is in constant demand to educate audiences on their financial issues and concerns.