It's never too late to plan for retirement
Offering Investment Management and Financial Planning Services
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We offer investment management and financial planning services for sophisticated investors and small business owners who do not have the time or desire to monitor their investments on a day-to-day basis.
We require our staff to register with a state securities authority as an investment adviser representative. Our employees are registered investment adviser representatives and can be found on FINRA’s BrokerCheck website at 
http://brokercheck.finra.org/. Our firm can be found on the Securities and Exchange Commission (SEC) public disclosure website at http://www.adviserinfo.sec.gov/. As CFP® professionals, our individual registrations can be found at http://www.cfp.net/
http://brokercheck.finra.org/. Our firm can be found on the Securities and Exchange Commission (SEC) public disclosure website at http://www.adviserinfo.sec.gov/. As CFP® professionals, our individual registrations can be found at http://www.cfp.net/Our Financial Advisers
Delton O. Bailey, Jr., Ph.D., Principal of the Firm
Delton O. Bailey, Jr., Ph.D. is a Certified Financial Planner™ practitioner with over 30 years of experience in investment and portfolio management. He is registered with the states of North and South Carolina as an investment adviser representative. Dr. Bailey first started this business in 1981 by conducting pre-retirement seminars to corporate clients of South Carolina. His doctorate dissertation was on retirement planning.
Patricia Bailey
Dr. Bailey's daughter, Patricia Bailey, joined the firm in January 2000 after an adventurous 12-year career as an electrical (field) engineer with DuPont de Nemours & Co., Westinghouse, and Nokia Networks. She is a Certified Financial Planner™ practitioner with over 10 years of experience and is registered with the state of South Carolina as an investment adviser representative.
Contact Our Advisers
Get in touch with our advisers today. We will discuss your financial goals and make viable recommendations on what actions to take.
BAILEY & ASSOCIATES INVESTMENT MANAGEMENT AND FINANCIAL PLANNING
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