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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).

NAPFA Start Date

March 30, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6571 Kenview Dr Cincinnati, OH 45243-2323 Phone: (513) 341-8721
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