Broker Check
Eric D. Bailey, CFP®, CMFC

Eric D. Bailey, CFP®, CMFC

Founder & CEO

Eric D. Bailey is a CERTIFIED FINANCIAL PLANNER™ professional with over 35 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. BWA was named a Top 25 Financial Planning Firm by the “Washington Business Journal*”on July 29th, 2022 for the calendar year 2022. This recognition was also received in 2020 and 2021 which is a continuation of BWA's record for high public recognition. The hallmark of his firm is a fee-based, holistic approach to coordinating the activities of multiple advisors and professionals that help ensure clients' objectives are identified, strategies are defined, and a clear plan is implemented as prescribed. Utilizing this 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.

 

Eric earned his CFP® certification and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1989. 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 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, a 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.  


*The nomination for the WBJ Top 25 planners is determined by considering candidates actively employed as credentialed professionals in the financial services industry with at least 10 years of experience. The factors considered include an objective review of AUM figures, education, professional designations, regulatory and compliant history(as determined by WBJ). No compensation either directly or indirectly was paid to the issuer of the rating.

CRN-5436313-012723