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Ginnie Baker
D Best

Ginnie Baker

Company:

Beaird Harris

Awards

From the Sponsor (Sponsored)

Ginnie works with high-net-worth individuals and families and has a niche in the healthcare industry. She helps guides 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 currently serves as the President of the DFW Chapter of FPA. 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 is currently chairing the Mentorship Program for the Alumni Association Board and actively participates in Zero Alpha Group’s Women’s Forum.

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, advisory, 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.

Beaird Harris, PLLC is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, LLC is a Registered Investment Advisor.

DISCLOSURES
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 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.

METHODOLOGY
D Magazine asked every CFP professional in the Dallas-Fort Worth chapter of the Financial Planning Association to cast an online ballot. They were asked to name peers, both inside and outside their firms, whom they considered to be the most skilled and experienced financial planners in the industry. Outside-firm votes counted more than inside-firm votes and self-nominations were tossed out. A panel of esteemed local financial planners reviewed the list. Only CFPs made the list.

Voting Criteria/Procedures:

Requirements for voters:
1. Ballots will be sent via email
2. Voters are limited to a total of 5 votes, and no more than 2 votes can be for members of their own company
3. No self-nominations are allowed
4. Must be an active member of the FPA
5. Must have an office based within D Magazine’s geographic boundaries, which include Tarrant County

Requirements for winners:
1. Must be an active member of the FPA
2. Must have an office based within D Magazine’s geographic boundaries, which include Tarrant County
3. Must receive at least one vote to be eligible to win. Preference is given to nominees with at least two votes from outside their own firm.
4. Must be in good standing. Brokerage checks and CFP checks will be conducted during the first round of fact check. Any issues identified will be investigated by D Magazine.
5. Must be accepting new clients at the time of the list’s publication
6. Must have a minimum of 5 years’ experience as a financial planner
7. Must currently lead client engagement

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