Our Team

Headed by Millennials and backed by over 50 years of business experience across commercial real estate investment and other industries, our team was designed to provide a wide range of perspectives and areas of expertise.

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Eric D. Bailey, CFP

MEMBER, BOARD OF ADVISORS

MEMBER, INVESTMENT COMMITTEE

FOUNDER & PRINCIPAL, BAILEY WEALTH ADVISORS

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 remains one of the Washington/Baltimore region’s premier wealth management firms. BWA was most recently named as one of the top 25 Financial Planning Firms by the Washington Business Journal* in 2020 and the Baltimore Business Journal* in 2014. 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. 

 

Eric earned his CFP® certification and has been a Certified Financial Planner Practioner™ since 1989. 

 

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.