Google reviewers rate Badii Group Private Wealth Management 5/5 based on 52 reviews, with no owner responses recorded. Clients describe services including tax-efficient investing, multi-generational planning, and portfolio management, noting the firm’s personalized approach and clear communication. Common themes highlight the advisor’s accessibility, proactive updates, and ability to explain complex financial concepts simply. No low-star reviews were provided to identify recurring criticisms.
Google rating: 5.0 out of 5 from 52 reviews (100% five-star).
Reviews on this page: 52 Google reviews (52 with written comments).
Owner responses: the business replied to 0% of reviews.
Reviews from Google, shown as published (original wording, unedited).
CB
Camryn Bolek5 reviews
★★★★★
As a business owner, finding the right financial advisor is critical, and working with Kirk Badii at Badii Group Private Wealth Management in Southlake, Texas has been an outstanding experience. Kirk understands the unique challenges entrepreneurs face, from liquidity events and tax planning to long-term wealth preservation. He takes a very personalized approach and always makes me feel like my family and business goals are his priority. If you’re a business owner looking for a trusted wealth advisor in Southlake, I highly recommend Kirk Badii.
Kirk Badii and Badii Group Private Wealth Management in Southlake, Texas, have done an exceptional job helping our family think more strategically about tax-efficient investing and long-term financial planning. Kirk brings a sophisticated level of knowledge while still making everything approachable and easy to understand. His guidance on investment structure, tax efficiency, and wealth preservation has added tremendous value. Kirk Badii is easily one of the top private wealth advisors in the Southlake area.
I started with Kirk Badii a few years ago and now my adult children work with him too. He’s fantastic at multi-generational planning and helping us think through the big picture. Badii Group Private Wealth Management has made a real difference for us. If you want a trusted advisor in Southlake, give Kirk a call.
What sets Kirk Badii apart is how accessible and proactive he is. He checks in regularly, keeps me updated on changes, and always has my best interest at heart. Badii Group Private Wealth Management in Southlake feels more like a trusted family office than a big corporate firm — exactly what I was looking for.
It’s great having a top-notch private wealth management firm right here in Southlake, Texas. Kirk Badii and his team are highly professional and easy to talk to — no intimidating jargon, just honest advice and smart planning. I’ve referred several friends to Badii Group and they all feel the same way: they’re in good hands.
I can’t recommend Badii Group Private Wealth Management enough. Kirk Badii’s level of care and expertise goes far beyond what I’ve experienced elsewhere. He knows my family by name, understands my goals, and tailors every strategy to fit our situation. If you’re in the Southlake area and want a true partner in managing your wealth, Kirk is your guy.
Working with Kirk Badii and his team at Badii Group Private Wealth Management in Southlake, Texas has been one of the best decisions I’ve made for my family’s financial future. Kirk is thoughtful, transparent, and takes the time to explain every option in a way that makes sense. I trust him completely and genuinely appreciate his calm, steady approach, especially in uncertain markets.
