Kirk K. Badii, CEPA^®

Managing Partner | Badii Group Private Wealth Management

Kirk Badii guides individuals and families through life-changing liquidity events, from the sale of a business to a sudden windfall, with the private-wealth discipline of a boutique built around one goal: the client.

Schedule a Call 310-846-8360

Southlake, TX550 Reserve Street, Suite 250

Since 2018Independent, ultra-high-net-worth boutique

2025InvestmentNews 5-Star Independent Advisors honoree

FINRA/SIPCSecurities and advisory services through Independent Financial Group, LLC

InvestmentNews 5-Star Independent Advisors for 2025 is 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.

Meet Kirk

Kirk Badii has consistently been recognized as one of the top private managers in the country, and he built Badii Group Private Wealth Management to serve clients navigating their most significant financial moments.

Before starting his own independent financial advisory firm in 2018, Kirk was one of the fastest-growing financial advisors at UBS Private Wealth Management for the previous eight years. Every year at UBS PWM, Kirk was a distinguished member of the UBS President's Council and Director's Council, representing some of the best advisors nationally at the firm. Prior to that, he was the top-ranked Relationship Manager in his class at the prestigious Credit Suisse Private Bank.

Kirk's leadership and team-building skills are evident in his ability to attract and retain top talent. Despite his individual recognition, he is a team player. He is particularly proud that his original team chose to join him in founding the ultra-high-net-worth boutique Badii Group Private Wealth Management.

At Badii Group Private Wealth Management, Kirk specializes in aiding clients who have come into life-changing sums of liquidity by selling a business or experiencing a once-in-a-lifetime sudden windfall such as winning the lottery, a major sports contract, or divorce. He also serves as the personal wealth manager to numerous billionaires, professional sports team owners, casino owners, Fortune 100 CEOs, and hedge fund founders and managing partners.

A graduate of Pepperdine University with an MBA in Finance and North Carolina State University with a BA in Economics, Kirk holds the Certified Exit Planning Advisor (CEPA^®) designation from the Exit Planning Institute and is FINRA registered with Series 7 and Series 66 securities licenses. He grew up in Orange County, California, where he gained valuable experience in the family business. A passionate golfer, skier, and traveler, Kirk and his family split their time between Westlake, Texas and Park City, Utah, where he lives with his wife, Heather, and their two children, Hudson and Harper.

How Kirk Helps Clients

Kirk focuses on the planning that matters most after a major liquidity event, coordinating strategy across investments, taxes, and legacy.

High Net Worth Wealth Management

Comprehensive management for individuals and families with significant, complex balance sheets.

Sudden Wealth & Liquidity Events

Guidance for a business sale, IPO, windfall, or contract that changes everything at once.

Business & Succession Planning

Pre- and post-sale strategy and wealth transfer, informed by Kirk's CEPA^® exit-planning training.

Tailored Lending

Secured and unsecured lending solutions structured around your broader wealth plan.

Estate & Legacy Planning

Wealth preservation, estate coordination, and philanthropy for the next generation.

Retirement & Income Planning

Longevity and post-business-sale income planning built for a long, well-funded retirement.

Start a Conversation With Kirk

If you are approaching a business sale, a sudden windfall, or a major life transition, Kirk Badii can help you build a plan around what matters most to you and your family.

Schedule a Call 310-846-8360

Frequently Asked Questions

Who does Kirk Badii work with?

Kirk Badii works with individuals and families who have experienced a life-changing liquidity event, such as selling a business, an IPO, or a sudden windfall. His clients include billionaires, professional sports team owners, casino owners, Fortune 100 CEOs, and hedge fund founders and managing partners who need coordinated ultra-high-net-worth planning.

What is Kirk Badii's background before founding Badii Group?

Before founding Badii Group Private Wealth Management in 2018, Kirk spent eight years as one of the fastest-growing advisors at UBS Private Wealth Management, where he was a member of the UBS President's Council and Director's Council each year. Earlier, he was the top-ranked Relationship Manager in his class at Credit Suisse Private Bank.

What credentials and licenses does Kirk hold?

Kirk holds an MBA in Finance from Pepperdine University and a BA in Economics from North Carolina State University. He is a Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute and is FINRA registered with Series 7 and Series 66 securities licenses.

What does Kirk specialize in?

Kirk specializes in helping clients manage sudden or significant wealth, including pre- and post-sale liquidity event management, tailored lending, wealth transfer and succession planning, investment strategy and risk management, and estate, tax, and philanthropic planning.

Where is Kirk Badii located and which states can he serve?

Kirk works from Badii Group's office at 550 Reserve Street, Suite 250, Southlake, TX 76092, and splits his time between Westlake, Texas and Park City, Utah. He is registered to offer securities in AZ, CA, CO, CT, FL, GA, IN, MI, MN, NV, NJ, NY, NC, OH, PA, RI, TX, UT, and WI.

How do I schedule a meeting with Kirk?

You can reach Kirk Badii directly at 310-846-8360 or kirk@badiigroup.com, or use the contact form on the Badii Group website to request an introductory conversation about your situation and goals.

Kirk K. Badii, CEPA®