Each year, D Magazine invites Certified Financial Planner™ professionals in the Dallas-Fort Worth chapter of the Financial Planning Association to nominate peers they consider among the most skilled and experienced financial planners in the industry. Outside-firm nominations are weighted more heavily than nominations from within a planner’s own firm. The nominees are then reviewed by an anonymous panel of experienced CFP® professionals, with D Magazine editors finalizing the list after verifying each honoree’s CFP® status and FPA membership.
Ginnie Baker joined Beaird Harris Wealth Management in 2015 and became a Partner in 2020. She works with high-net-worth individuals and families, with a particular focus on clients in the healthcare industry. Her comprehensive approach helps clients navigate the many interconnected decisions that shape their financial lives, including investments, insurance, estate planning, employee benefits and retirement planning.
“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 both her Master of Science in Personal Financial Planning and Bachelor of Business Administration from Texas Tech University. She is a Certified Financial Planner® professional, licensed Investment Advisory Representative and member of the Financial Planning Association. She is also a Past President of the DFW Chapter of FPA and past Chair of the National OneFPA Advisory Council’s Executive Committee.
While much has changed across the financial services industry over the years, our commitment to clients has remained constant. Beaird Harris provides highly personalized, fee-only wealth management supported by an integrated team of professionals with expertise spanning financial planning, investment management, risk management, estate planning and tax. We believe this coordinated approach helps clients make more informed decisions and brings greater clarity to their financial lives.
View Ginnie's D Magazine profile
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About Beaird Harris
Beaird Harris is a Wealth Management and Certified Public Accounting Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals develop comprehensive wealth management solutions and navigate complex tax regulations.
Beaird Harris Wealth Management, LLC offers wealth management services, including financial planning, investment management, risk management, and estate planning. Beaird Harris, PLLC offers tax and outsourced accounting services, including bookkeeping, controller services, and fractional CFO services.
Beaird Harris Wealth Management, LLC and Beaird Harris, PLLC 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 wealth management and tax for a fully coordinated solution.
Beaird Harris Wealth Management, LLC is a fee-only Registered Investment Advisor with the SEC.
Beaird Harris, PLLC is a Certified Public Accounting Firm.