Curtis Bailey (CFA, CFP®, CRPC®, EA, MBA)

Curtis Bailey focuses in the
following client markets or areas of practice:

College/Education Planning

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

I’m focused on helping working professionals and retirees improve their financial life. I am the Founder, Chief Compliance Officer, and Financial Advisor at Quiet Wealth Management, Cincinnati’s first Flat-Fee firm. Before launching Quiet Wealth Management, I was a Portfolio Manager and Advisor at UBS Financial Services and started my career at Merrill Lynch. My experience and expertise help people build their wealth, reduce taxes, and feel confident in their financial path. My specialties include: Financial Planning Investment Management Tax Planning & Preparation Asset Protection Wealth Transfer & Legacy Planning Retirement Planning Income & Distribution Planning Charitable Giving

Additional Information

Curtis has been quoted in national media outlets including The Washington Post, U.S. News & World Report, and Business Insider. Curtis is the debuting author of Quality Time Left, available in winter 2021. He is the Education Chair for the CFA Society Cincinnati. He is a member of the XY Planning Network, Fee Only Network, and the National Association of Personal Financial Advisors (NAPFA).