Mark Bailey Headshot

the personal side of Mark
Learn more

Mark S. Bailey
Managing Partner, BFG Registered Principal, RJFS

Mark offers more than 30 years of wealth management experience to his clients and the practice he has built, Bailey Financial Group, an affiliate of Crux Wealth Advisors (2022), located in Buffalo, NY. Mark and his team prioritize delivering exceptional and proactive service, ensuring their goals are aligned with their clients, which is a result of the team culture that he has established.

As the Managing Partner, BFG and Registered Principal, RJFS, he has assembled a team of partners and financial advisors to provide our clients with innovative and comprehensive solutions. Bailey Financial Group's approach to client interactions centers around our client's unique goals. From there, they construct custom portfolios that emphasize wealth preservation. By utilizing macro strategies and tactical asset allocation, the group seeks to deliver risk-adjusted returns.

Mark has always maintained a commitment to professional development and has earned the Private Investment Management (PIM) Portfolio Manager certification, a customized portfolio management program geared toward specific investment goals. The program has stringent criteria and allows a financial advisor to acts as a client's portfolio manager based on their experience and expertise. Additionally, he has earned the distinction of Premier Advisor with Wells Fargo Advisors. Mark earned his Bachelor of Arts in Economics from Union College.

Mark S. Bailey

My time outside of work is spent with family; my four children, Erin, Marisa, Olivia, and Henry, along with my son-in-law, Joey, and two grandchildren, Maddox and Lucas. While some of my family lives close to me in Buffalo, others are in Brooklyn, and across the ocean in Hawaii. However, we don’t let geography prevent us from enjoying our time with each other.

We appreciate many outdoor activities, including spending time on the beaches of Cape Cod, fishing in the Finger Lakes, hiking in the Adirondacks, and vacationing at our vacation home on The Big Island of Hawaii. I feel fortunate to have made life-long memories with my family while visiting such beautiful places.

Giving back to our community is especially important to me. For decades, I have enjoyed sponsoring the Buffalo City Mission, an organization that is crucial to our city. I also have a long-standing relationship with Cradle Beach, where we support their annual charity golf outing along with the Food Bank of Syracuse.

Mark Bailey Signature