Kirk Badii is the founder and managing partner of Badii Group Private Wealth Management, a boutique advisory firm serving high-net-worth individuals, entrepreneurs, and multigenerational families. With over 15 years of experience, he is known for crafting sophisticated investment strategies and delivering highly personalized guidance through major liquidity events, succession planning, and long-term wealth preservation.
Badii began his career at Credit Suisse, where he was recognized as the top private banking relationship manager in his class. He went on to become a senior vice president at UBS Private Wealth Management, advising ultra-high-net-worth families and closely held businesses. His decision to establish Badii Group stemmed from a desire to provide a more independent, client-centered experience, combining institutional-grade solutions with an unwavering commitment to service.
Under his leadership, Badii Group has earned multiple accolades, including the “Best of Southlake” award and the Elite Advisor Award from Independent Financial Group for four consecutive years.
A respected industry educator, Badii regularly partners with thought leaders from BlackRock, Envestnet, AssetMark, and Clark Capital to host educational forums on investment strategies and market trends.
Outside the office, he is an avid golfer and a proud member of several Golf Digest Top 100 golf clubs across the country.
Based on client nominations and evaluation of communication, portfolio performance, investment knowledge, client trust, and customer service. The ranking does not reflect the quality of advice or services provided to any individual client and may not be representative of any individual client's experience. Past performance does not guarantee future results. All investments involve risk, including potential loss of principal. No fees were paid in exchange for this recognition.