Curtis Bailey

CFP®, CRPC®, EA, CFA®

Quiet Wealth Management

Financial Advisor

Contact Me

Curtis Bailey

CFP®, CRPC®, EA, CFA®

Quiet Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Curtis Bailey, CFP®, CRPC®, EA, CFA®

Contact Me

513-341-8721

Website

Fee-Only financial planner located in Cincinnati, OH, serving clients locally and across the country

Curtis Bailey is a Cincinnati, OH fee-only financial planner. Quiet Wealth Management provides comprehensive financial planning, tax planning, and asset management. His calm and diligent approach to financial planning allows clients to feel comfortable and confident in their financial life. As a fee-only, fiduciary, and independent financial advisor, Curtis Bailey is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Curtis Bailey is founder and fee-only financial planner at Quiet Wealth Management located in Cincinnati, OH.

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

Curtis Bailey is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Quiet Wealth was founded to provide financial solutions in clear, comprehensive ways. The Financial Services Industry is riddled with inflexible offerings and pricing that is in the firm’s best interest, not the client.

We offer flat-fee, fee-only financial planning. There are no account minimums. No commission. True cost transparency.

We combine experience and expertise to offer solutions (taxes, investments, financial planning, and risk management) that are help clients support their lifestyle and achieve their unique aspirations.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Management
  • Tax Planning & Preparation
  • Wealth Transfer & Legacy Planning
  • College Education Planning
  • Income & Distribution Planning
  • Charitable Giving

Ideal Clients

  • Growing Families
  • High-Income Working Professionals
  • Retirees and Near Retirees
  • Kind People

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • CFA - Chartered Financial Analyst

    Curtis Bailey is a CFA® charterholder

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

  • Certified Financial Planner (CFP)
    Curtis Bailey is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Enrolled Agent with the IRS (EA)
    Curtis Bailey is an Enrolled Agent (EA) with the IRS

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

  • National Association of Personal Financial Advisors (NAPFA)
    Curtis Bailey is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Curtis Bailey is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • CRPC - Chartered Retirement Planning Counselor
    Curtis Bailey is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

  • CFA Institute

    Curtis Bailey is a Member of the CFA Institute

    The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.

Contact Curtis Bailey

513-341-8721

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Office Locations:

  • 6571 Kenview Drive
    Cincinnati, OH 45243

Quiet Wealth Management, LLC (“QW”) is a registered investment advisor offering advisory services in the State of Ohio and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by QW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of QW, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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