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 was nominated by her peers and recognized as one of the “Best Financial Planners in Dallas” in the November issue of D Magazine. This is her fifth recognition by D Magazine as she has been named to the list consecutively since 2018.
Ginnie Baker specializes in working with high net worth individuals, families and businesses, with a particular emphasis 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.
“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."
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 past President of Texas Tech’s Personal Financial Planning Alumni Advisory Board. She is also an active member within the Dallas-Fort Worth chapter of the Financial Planning Association where she currently serves as the Chair of the DFW Chapter of FPA and on the FPA Advisory Council’s Executive Committee.
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About Beaird Harris
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.