Beaird Harris Ranks #5 in Financial Planning Magazine’s List of Best RIAs to Work For
Beaird Harris has been ranked as #5 out of 52 firms in Financial Planning’s list of Best RIAs to Work for.
Beaird Harris
December 10, 2024
Beaird Harris Wealth Management, LLC, a Dallas-based, nationally recognized, fee-only registered investment advisor (“RIA”) with $1.4 billion in assets under management, is pleased to announce that Ginnie Baker, CFP® was recognized in the June edition of InvestmentNews’ 40 Under 40.
Dallas, TX – June 7, 2023 – Ginnie Baker, Partner at Beaird Harris Wealth Management, LLC (“Beaird Harris”) has been named one of InvestmentNews’ 40 Under 40 honorees. As a Partner at Beaird Harris, Ginnie has established herself as a trusted advisor in serving high-net-worth individuals and families, with a particular focus in the healthcare industry. She helps guide clients through financial decisions, educating them about their investments, insurance, estate plan, employee benefits and retirement plans, and works with clients to coordinate, implement and monitor their financial plans.
Baker’s accomplishments extend beyond her advisory role. She currently serves as the Chair of the 2023 OneFPA Advisory Council Executive Committee after previously serving in various leadership roles across the Dallas Fort-Worth Chapter of the Financial Planning Association, including President of the DFW FPA in 2021. Her dedication to the field has been acknowledged with various awards, including the DFW FPA Young Guns Award in 2017, Texas Tech Personal Financial Planning Young Guns Award in 2020 and one of the Best Financial Planners in Dallas award by D Magazine each year since 2018.
“Ginnie’s commitment to her clients and relentless pursuit of excellence make her a valuable asset to our team” Pat Beaird, Managing Partner of Beaird Harris Wealth Management, said commenting on Baker’s achievements. “Her inclusion in InvestmentNews’ 40 Under 40 is a well-deserved recognition of her abilities and dedication to advancing our industry.”
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services.
Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution.
For media inquiries, please contact:
Clint Dunn, CFP®, IAACP®
Beaird Harris Wealth Management, LLC
Phone: (972) 503-1040
Email: ClintD@bh-co.com
Disclosures
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Beaird Harris Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Beaird Harris Wealth Management by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. A copy of Beaird Harris Wealth Management’s current written disclosure statement discussing advisory services and fees is available here.
Research Disclosures
This year’s slate of 40 honorees under age 40 were selected from an impressive pool of nominees by InvestmentNews reporters and editors. Winners were chosen based on their level of accomplishment; contribution to the financial advice and investing professions; leadership; and potential. Candidates did not pay a fee to be considered or placed on the final lists of 40 Under 40 honorees.
Beaird Harris has been ranked as #5 out of 52 firms in Financial Planning’s list of Best RIAs to Work for.
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