COVID-19 Update: Beaird Harris has shifted a significant number of our team members to work remotely.
We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.
Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.
We are pleased to announce that Beaird Harris has been recognized as one of the “Top Wealth Managers in Dallas” and Ginnie Baker, CFP® has been recognized as one of the “Best Financial Planners in Dallas” by D Magazine!
Top Wealth Managers in Dallas
Recognized firms were selected based on assets under management, client retention, disciplinary history and years in business. Selected firms must also hold themselves out as fiduciaries for their clients.
At Beaird Harris, we are proud of our accomplishments and industry recognition; however, we never forget that the true measure of our success is the peace of mind our clients enjoy. Our integrated approach to tax and wealth management allows our clients to focus on the things that matter most: living a happy, healthy and meaningful life.
We’re honored to have been recognized as one of the “Top Wealth Managers in Dallas.”
Best Financial Planners in Dallas
Each year, D Magazine asks the Certified Financial Planner™ professionals in the Dallas-Fort Worth chapter of the Financial Planning Association (“FPA”) to nominate the best financial planners in Dallas. We’re proud to announce that Ginnie Baker was nominated by her peers and will be recognized as one of the “Best Financial Planners in Dallas” in the November issue of D Magazine.
Ginnie specializes in working with high net worth individuals, families and businesses, with a particular emphasis in the healthcare industry.
“Ginnie’s goal is to develop strong relationships with her clients,” said Steve Lugar, Managing Director of Beaird Harris Wealth Management. “She genuinely cares for people and focuses on making the complexities of financial planning clear and simple. We’re proud of her accomplishments and are honored to have her on our team.”
In 2017, Ginnie was recognized as the FPA Young Guns Award Recipient for her significant contributions to the financial planning industry, the FPA, and her community. She has served as the FPA Career Day Committee Chair since 2016 and served on the FPA Board in 2018 and 2019.
Ginnie earned her Master of Science in Personal Financial Planning and Bachelor of Business Administration from Texas Tech. She remains actively involved at Texas Tech and has participated as both a member and facilitator of Texas Tech’s Personal Financial Planning Alumni Panel.
Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Ginnie Baker and/or Beaird Harris Wealth Management, Inc. is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Ginnie Baker and/or Beaird Harris Wealth Management by any of their clients. ANY QUESTIONS: Beaird Harris’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognition, including providing the criteria used for any reflected ranking. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.bh-co.com.
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