Kirk Badii has consistently been recognized as one of the top private managers in the country. The Independent Financial Group has ranked him among the top 74 elite financial advisors in the nation, and he was voted Southlake’s best Investment Manager in 2022, 2023, and 2024.
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 is also the personal wealth manager to numerous Billionaires, Professional Sports Team Owners, Casino Owners, Fortune 100 CEOs, and Hedge Fund Founders & Managing Partners.
Experience
- Pre- and post-sale liquidity event management – business sale, IPO, and dividend recapitalization
- Tailored lending – both secured and unsecured
- Wealth transfer strategies – inheritance and business succession planning
- Life transition planning for the sale of a business
- Asset allocation and portfolio management
- The investment strategy and risk management advising
- Wealth planning and preservation – estate planning, tax planning, philanthropy
- Unique private equity and hedge fund investment solutions
- Longevity planning – post business sale retirement income
Education
- Pepperdine University – MBA, Finance. President of the Finance Club
- North Carolina State University – BA, Economics. Full athletic scholarship – Football
- Exit Planning Institute – Certified Exit Planning Advisor (CEPA)
- Member of the CEG Mastermind Group for top financial advisors
- Finra Registered – Series 7 and Series 66 securities license
- Forbes Finance Council*
Personal
Kirk grew up in Orange County, California, where he gained valuable experience working in the family business. A passionate golfer, skier, and traveler, Kirk also enjoys sports and spending time with his family.
He is a member of several highly esteemed golf clubs, including several Ranked Best in State and Top 100 Golf Clubs and exclusive establishments like the Grand Havana Room and the Cubano Room.
Kirk and his family split their time between Westlake, Texas, a picturesque suburb of Dallas, and Park City, Utah. He lives with his wife, Heather, and their two children, Hudson and Harper, and they cherish creating lasting memories together.
Registered States – AZ, CA, CO, CT, FL, GA, IN, MI, MN, NV, NJ, NY, NC, OH, PA, RI, TX, UT, WI