Meet Our Team

Daniel R. Bailey

Daniel R. Bailey, CFCA®, CKA®

Financial Advisor
Lancaster PA
Financial Advisors, Nonprofit Partnerships
Financial Advisor

Dan joined Faithward Advisors in 1992 and serves as a trusted advisor to many local families and individuals. Dan’s responsibilities have included caring for the needs of clients, as well as speaking publicly on a variety of topics from a Biblical perspective. Seminars that Dan has created include: Building Your Financial House, Managing the Master’s Money (which focuses on Biblically Responsible Investing), and Stewardship for Students. He is currently working on a book about finances from a biblical perspective, with a 2022 projected release date.

The late Larry Burkett greatly influenced Dan in the area of stewardship. Dan was trained by Christian Financial Concepts (now Crown) to coach individuals and families to establish and follow a budget. Later, Dan became certified as a trainer, empowering others to become budget coaches to reach a larger number of families, so they could be taught basic budgeting techniques.

Family & Hobbies

Dan and his wife, Diane, homeschooled their two daughters from pre-kindergarten through 12th grade.  Dan has worked with graduating seniors (and their parents) from the Coalition of Homeschoolers Across Lancaster County (CHALC), helping them “unlock the mysteries” of the Free Application for Federal Student Aid (FAFSA) application process. Dan has also been a speaker at the annual Christian Homeschool Association of Pennsylvania (CHAP) convention.

In his spare time, Dan enjoys working on cars, especially his 50th Anniversary Corvette. Dan and Diane reside in Lititz. He is fond of saying, “I have the world’s cutest granddaughter and grandson, and have the pictures to prove it.”

Education & Experience

In 2015, Dan earned his Christian Financial Consultant & Advisor (CFCA®) designation through the National Association of Christian Financial Consultants (NACFC). He is currently serving on the Board of Directors for the NACFC, as Secretary. In 2017, Dan earned his Certified Kingdom Advisor (CKA®) through Kingdom Advisors. Most recently in 2019, Dan became a SmartVestor Pro, interviewed and vetted by Dave Ramsey’s professional team. For over 25 years, Dan has empowered and educated clients in the area of Biblically based money management.

Community Involvement

Dan has attended the Lancaster Evangelical Free Church for over 30 years. During that time, he has served as a Sunday School teacher, small group leader, Top Gun® men’s discipleship leader, chairman of the General Board, and even created the “G.U.T.S.” discipleship program for senior high boys.

Favorite Bible Verse & Quotes

“Know well the conditions of your herds and flocks.” Proverbs 27:23

“Perfection is elusive.”

“Retirement planning is funding your physical demise.”

Learn with your friends!

Group educational opportunities for your church, nonprofit organization, neighborhood, or small group Bible study.

Being Prepared: Planning in Volatile Times


During this crisis, we are facing critical questions. To address fears with facts and sort through the ever-changing financial landscape, we have created a brief but relevant presentation with an educational overview of market volatility as it relates to finances and charitable giving. Find answers to questions such as:

  • Why should we not fear?
  • What can we learn from history?
  • What does the Bible say about the future?
  • What principles transcend economic conditions?
  • What resources can help right now?

A Journey to Give, Save, and Multiply


Opportunities within the New Tax Laws

The Tax Cuts and Jobs Act went into effect in 2018. The recent CARES ACT was passed in 2020. Their passing by Congress marks the most sweeping tax code overhaul in decades. Some experts suggest the significant changes could impact America’s finances in many ways. Hear from professionals to determine how your financial plan for retirement, your children’s college savings, and your tried-and-true strategies for charitable giving may be affected. Wise choices in light of this new legislation can help maximize your charitable giving and bless your family in the future. The rules have changed, but the principles of stewarding our financial gifts from the Lord remain the same.

Planning with Purpose


Transferrable Concepts and Biblical Principles for Your Finances

A stewardship-centered planning process helps to focus on the eternal, instead of the temporal. By making good financial decisions, all of which are faith decisions, you can achieve proper balance. Everyone is asking three fundamental questions when they look at money:
• Who owns it?
• What are the finish lines? (How much is enough?)
• Is the next steward chosen and prepared?
As you plan your life, you must decide how to steward your finances. This seminar will direct you how to ask and answer the right questions when it comes to using money as a tool, a test, and a testimony.

Kingdom Impact as Your Financial Compass


Biblically Responsible Investment Strategies

This introduction to Biblically Responsibly Investing will explain the term ‘fiduciary’ and present a helpful overview of basics such as equities, fixed income, and risk diversification. While a large variety of investing opportunities known as ‘responsible’ exist, some may not align with your faith and values. Socially responsible investing, environmentally responsible investing, governance investing, and others may still support companies and causes you wouldn’t be proud to own. In this seminar, we will explore how BRI is fundamentally different.

Family, Faith & Finance


A Seminar for Today’s Multi-Tasking Family

This practical seminar dispels 15 common financial misunderstandings among families at every point on the spectrum of planning. From young people starting out to mid-career adults with family responsibilities, as well as those approaching retirement or already retired, you will learn timeless truths about college and retirement savings, investments, risk, insurance, estate planning, charitable giving, and more.

Planned Giving and the Pathway to a Lasting Legacy


Stewardship during your lifetime is about following sound principles for financial independence and preparing your estate to be the fingerprint you leave on this world. Your stewardship can be maximized by incorporating cherished nonprofits as well as other charities into your planning. You can actually pass MORE assets to your family with careful, strategic gift planning. Planned giving can also create lifetime income streams, if desired, as well as obtain favored tax treatment. In this seminar, you will learn that it’s a myth that only the wealthy have the potential to leave a lasting legacy.

Legacy Detours: Planning, Preparing, and Protecting


Prepare for the future and avoid short-sighted decisions by educating yourself about legacy detours. What can derail your plans for stewardship after your passing? You should set up protections to minimize taxation at death, including Federal Estate Tax, State Inheritance/Estate Tax, and Income Tax. Our professionals will explain distribution techniques like wills and trusts, as well as review the impact of long-term illness. A life insurance needs analysis as well as other practical steps will be covered. With the right preparation, you can achieve a balance that protects your current financial independence and leave a lasting legacy for your heirs, church, and beloved charities.

Ready to Host a Seminar with Dan?

Faithward Advisors offers educational opportunities on many topics, for any group. Want to learn about how volatility is affecting the financial markets and your retirement savings? Need help planning for retirement and college savings? Looking for the best ways to financially support charities and your church, while also leaving a legacy for family? We can help!

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