Badii Group is an independent wealth management firm based in Southlake, Texas. The firm provides investment management and comprehensive financial planning, with a focus on simplifying complex financial decisions, offering honest advice, and helping clients make their financial goals sustainable. Rather than emphasizing product sales or commission-based portfolios, the firm structures its services around each client's goals and aspirations.

The office is at 550 Reserve Street, Suite 250, Southlake, TX 76092. You can call 310-846-8360 or email kirk@badiigroup.com. The firm is also active on social media:

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As independent advisors, the firm isn't driven by a sales-oriented mindset tied to a particular product lineup. Because of the firm's size and its focus on the Southlake area, clients receive personal service backed by local experience. Goal-based planning is designed to keep the client's best interests as the priority. Learn more about our independence.

Kirk K. Badii is the Managing Partner. Before founding the firm, he spent eight years at UBS Private Wealth Management and Credit Suisse Private Bank, earning recognition such as the UBS President's Club and Director's Council, and ranking as the top Relationship Manager in his class at Credit Suisse Private Bank. His clients have included billionaires, professional sports team owners, Fortune 100 CEOs, and hedge fund founders and managing partners.

He is supported by Tristan A. King, Senior Associate, who began his career at Morgan Stanley and focuses on model rebalancing, performance reporting, account maintenance, and coordinating with bank partners. Meet the full team.

Kirk Badii has been featured in outlets including Forbes (as a member of the Forbes Finance Council) and Yahoo Finance, and was named to InvestmentNews's 5-Star Independent Advisors list for 2025.

The firm specializes in high-net-worth individuals and families, as well as small business owners. It frequently works with people navigating major financial milestones — those who have built significant wealth, are selling a business, or have experienced a life-changing liquidity event.

No. The firm's philosophy is that the quality of service comes before the quantity of clients. Every client receives individual attention from planning through execution and follow-up, and the team treats each relationship as a priority rather than just another portfolio.

The firm uses a comprehensive, “wide-angle lens” approach rather than planning around a single life event. The idea is to consider both the big picture (long-term goals and dreams) and the everyday decisions that make up the journey, building strategies tailored to each client rather than applying a one-size-fits-all plan. See what your experience looks like.

Our estate planning services help clients navigate the legal and financial complexities of transferring assets, minimizing estate taxes, and ensuring their wishes are carried out. This can include setting up trusts, drafting wills, and planning for future generations. The firm works alongside legal and tax professionals, as it does not itself provide tax or legal advice.

Succession planning is aimed at business owners preparing for a transition. The firm helps create strategies for selling a business, transferring ownership within a family, or identifying external successors, with an emphasis on aligning business goals with the owner's personal financial plan.

Beyond saving, retirement planning focuses on designing a sustainable lifestyle for later years. Services include creating sustainable income streams, optimizing Social Security benefits, and planning for healthcare needs. Related services include 401(k) rollovers, Roth IRA conversions, and a retirement spending plan.

A financial second opinion is a no-pressure review of your current financial situation and strategy. If you'd like an outside perspective on your existing plan or portfolio, you can request one through the firm's Schedule 2nd Opinion option.

No. Information provided by the firm is not intended as tax or legal advice. You should consult qualified legal or tax professionals for guidance specific to your individual situation. You can also explore our tax planning strategies and tax resources.