Ginnie F. Baker, CFP^®

MS,

Financial Advisor

Beaird Harris Wealth Management

5005 Lyndon B Johnson Fwy STE. 1700
Dallas, TX 75244

FINANCIAL ADVISOR'S WEBSITE

http://www.bh-co.com/

(972) 383-0506 CONNECT WITH Ginnie

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

As fee-only advisors, Beaird Harris does not receive benefits from brokerage services, commissions or finder's fees. This independence allows us to remain impartial and deliver objective fiduciary advice.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Ginnie Baker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Beaird Harris Wealth Management in Dallas, TX and the surrounding communities.

Financial Advisor Overview

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 & Co., P.C. and Beaird Harris Wealth Management, Inc. 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. Beaird Harris & Co., P.C. is a Certified Public Accounting Firm. Beaird Harris Wealth Management, Inc. is a Registered Investment Advisor with the SEC. *DISCLOSURE: 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, LLC 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 recognitions, 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 here.

Financial Advisor Experience

Ginnie joined Beaird Harris Wealth Management as a Financial Planner in December 2015 and became a Partner in 2020. She works with high-net-worth individuals and families and has a niche 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 earned a Master of Science in Personal Financial Planning from Texas Tech University in May of 2012, and a Bachelor of Business Administration in General Business in 2008. Ginnie is a Certified Financial Planner™ professional, licensed Investment Advisory Representative and member of the Financial Planning Association (“FPA”). She is a Past President of the DFW Chapter of FPA. She also serves as Chair of the National OneFPA Advisory Council’s Executive Committee. She is active in the Personal Financial Planning Program at Texas Tech and served as the President of the Texas Tech Financial Planning Alumni Association Board in 2019. She has previously served as the Chair of the Mentorship Program for the Alumni Association Board and actively participates in Zero Alpha Group’s Women’s Forum. Ginnie was awarded the FPA DFW Young Guns award in 2017. The Young Guns Award is given to an up-and-coming planner age 36 and under who is making contributions to the financial planning profession and FPA DFW organization. She has been named a Best Financial Planner in D Magazine since 2018. She received the Texas Tech Financial Planning Young Guns Award in 2020. The Young Guns Award is given to a graduate of the Texas Tech Personal Financial Planning Program that has enhanced the reputation of the Program and Department at Texas Tech through their emerging record of achievements. In 2023, Ginnie was named to Investment News 40 Under 40.