David
Bailey

Here to act in your best interests

About me

I’m a financial planner who specializes in retirement income strategies and planning for financial goals. I have a passion for helping my clients and their families achieve a brighter financial future. In my spare time, I’m usually spending time with my family or attending sporting events in the area.

Education

Bachelor of Business Administration, University of Cincinnati

Request an Appointment

Visit one of our Locations

Dayton

10100 Innovation Drive
Suite 160
Miamisburg, OH 45342

Explore location

Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.