Ginnie F. Baker, CFP^®

MS,

Financial Advisor

Beaird Harris Wealth Management

12221 Merit Drive, Ste 750
Dallas, TX 75251

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

$500,000

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.

Financial Advisor Experience

Ginnie joined Beaird Harris as a Financial Planner in December 2015. She works with medical and healthcare professionals as well as with other high net worth individuals. She helps clients with ongoing client services, financial planning, and asset management. She guides clients through financial decisions, educating them about their investments, insurance policies and employee benefits, and works with clients to coordinate, implements and monitor their financial plans. Ginnie earned her Masters of Science degree in Personal Financial Planning from Texas Tech University in May of 2012. She also graduated with her Bachelor of Business Administration in General Business from Texas Tech. While at Texas Tech she was involved in the Personal Financial Planning Association and VITA – Volunteer Income Tax Preparation where she assisted with tax preparation for low income individuals and their families. Prior to joining Beaird Harris, she worked for three years for a Registered Investment Advisor in the Washington DC metro area. Ginnie is a Certified Financial Planner™ professional and member of the Financial Planning Association where she is actively involved in the NexGen community.