There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years. Transforming individuals, families, and communities through financial literacy and stewardship.
At Bailey Wealth Advisors, we believe that one of our biggest social and community responsibilities is to help educate our local communities about financial literacy and wealth management.We have cultivated several strategic partnerships with key financial and philanthropic organizations in order to spread awareness of "financial literacy" to different groups and sectors, in a variety of ways.
At Bailey Wealth Advisors, we believe that one of our biggest social and community responsibilities is to help educate our local communities about financial literacy and wealth management.We have cultivated several strategic partnerships with key financial and philanthropic organizations in order to spread awareness of "financial literacy" to different groups and sectors, in a variety of ways.
Services
We've built our advisory business on proactive, comprehensive financial planning with an emphasis on achieving sustainable wealth solutions for the generational security of affluent families, business owners, executives and small institutions. Our expertise lies in our ability to provide a financial roadmap tailored to each client's needs.
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". Kathleen Lipshultz brings over 15 years of customer service experience to Eric's practice.
To deliver objective, strategic and prudent advice designed to preserve, grow and transfer your assets - a "total solution" to help meet your financial goals. Bailey Wealth Advisors has a distinguished tradition dating back over thirty years. The hallmark of our firm is delivering customized financial plans and solution strategies that meet the unique needs of our clients.
We have a long, proud history of meeting the needs of business owners, executives, professionals and retirees and their families. Whether it's helping clients design exit strategies from their closely held businesses, invest their money, selecting private money managers, facilitating the exercise of stock options, securing life insurance or designing complicated estate plans - we work with our clients who have complex financial challenges.
Bailey Wealth Advisors is one of the capital region's premier financial services firms. Located in Silver Spring, Maryland, we serve affluent retirees, business owners, executives and entrepreneurs in Maryland, Virginia and Washington, D.C. We are always looking for experienced financial planners and other seasoned professionals dedicated to building relationships with clients and servicing their long-term financial needs.
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