Our Story

Our success is your success. Leveraging the firm's 30 years of experience, Bailey & Beatty Financial Services has built an impressive business focused on the growth and quality of our client relationships. We support our clients' financial well-being with premium customer service and attention to detail.  We have a core set of values that drive everything we do. These values help center our activities and keep us focused on who we are and why we serve our clients:

  • Integrity: Our word is our reputation. Our reputation is the core of who we are. We work diligently to build and grow trust with our clients through honesty and transparency. There is no hidden agenda or fees. All information and every question is covered with our clients. Whether those details are pros or cons, they are explained and answered. Our clients deserve nothing less.
  • Independence: As independent advisors, we are thankfully free from arbitrary sales objectives and proprietary product constraints. We believe this is essential in today's environment to keep the best interest of the individual client in mind. Our independence and fee-based service allows us to give you the best of two very different worlds—the focused attention and commitment to client care that comes from being a small business, combined with the resources and research sophistication of one of the nation's largest independent broker/dealers.
  • Goal-Based Financial Planning: We work closely with our clients to understand and help define their goals, and we build on that understanding to create a customized investment strategy and financial plan for the pursuit of those goals.  
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