COVID-19 Update: Beaird Harris has shifted a significant number of our team members to work remotely.
We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.
Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.
Beaird Harris, a nationally recognized Certified Public Accounting and fee-only Wealth Management firm headquartered in Dallas, TX, was recognized on June 3rd by Accounting Today magazine for the eighth time in its “Top Wealth Magnet” list. Beaird Harris is part of the “$1B-Plus Club” now managing over $1.2 billion in assets for its clients as of December 31, 2020.
At Beaird Harris, we are proud of our accomplishments and national recognition. However, we never forget that the true measure of our continued success is the peace of mind our clients enjoy as we help enhance the quality of their lives and fulfill their personal and financial goals.
Wealth Magnets is an independent listing published by Accounting Today. Nearly 200 CPA firms applied for annual ranking. According to the report notes: “Such a large number of firms means, among other things, wide diversity in practice structure and in the information submitted. In most cases — but not all — firm names are those of the financial planning subsidiary, not the affiliated CPA firm. Firms have reported either their overall chief executive, or the leader of the planning practice. For simplicity’s sake, we have listed both under “chief executive,” though many bear different titles. In cases where a leader was not identified, we identified the leader of the planning practice from public sources (usually the firm’s website), where available. Many firms gave a date for the AUM figure they submitted; these varied widely, from the date of submission to a recent quarter-end, but in no case was it earlier than year-end 2020. In cases where a planning firm is a subsidiary of a larger CPA firm, reporting practice varies: Some report staff figures for just the subsidiary, some just for the overall CPA firm, and some for both. In cases where we had a choice, we published figures from just the planning subsidiary. In addition, while most of the chief executives listed lead the planning practice, in some cases firms reported the managing partner of the larger CPA firm.”
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Beaird Harris Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Beaird Harris Wealth Management by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. A copy of Beaird Harris Wealth Management’s current written disclosure statement discussing advisory services and fees is available here. Beaird Harris did not pay fees to be considered.
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