Paul Baily
Founder and Managing Principal
As the firm’s Founder and Managing Principal, Paul Baily provides leadership grounded in a deep commitment to personalized and purposeful financial planning. His AAMS® and CKA® designations reflect expertise in retirement and comprehensive financial planning, as well as the integration of faith-based principles with a strong emphasis on Biblical Responsible Investing. Paul is responsible for designing and implementing investment and retirement strategies that help clients pursue the lifestyle and long-term goals they aspire to achieve. Known for his clarity, direction, and relationship-driven approach, he works closely with individuals, families, and business owners to build financial plans that are relevant, actionable, and aligned with their values and convictions.