Beaird Harris was chosen as one of this year’s top Financial Advisers based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. Beaird Harris ranked in at No. 8 with firms with 15-29 employees.
“Our number one rule is to treat everybody with dignity and respect at all times,” said Pat Beaird, co-founder of Beaird Harris Wealth Management in Dallas. “It has to be modeled at the top. If not, it won’t happen. Furthermore, we believe in servant leadership — we lead by being willing to do whatever it takes — there’s a humility that goes along with that. And we tend to attract those types of employees.”
“Workplace culture is one of the most powerful employee magnets. Demand for talent continues strong in the financial advisory and related investment spheres, despite overall economic and workplace uncertainty.” said InvestmentNews. “The cliché is that employees come for the money but stay for their co-workers — and at advisory firms, their clients. This year’s winning firms translate lofty workplace missions to the kind of daily experience that makes everyone want to stick around.”
“We are honored to be named a 2023 Best Places to Work for Financial Advisers and are committed to providing our team with a workplace culture that is vibrant, forward thinking, and engaging. We attribute our success to our team, and we are grateful for their continued dedication to the Firm and our clients” commented Clint Dunn, Partner of Beaird Harris Wealth Management.
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program. To learn more about the InvestmentNews 2023 list of Best Places to Work for Financial Advisers, please visit bestplacesforadvisers.com.
Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should 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, LLC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Beaird Harris Wealth Management by any of their clients.
Beaird Harris ranked No. 4 in 2022 and No. 8 in 2023.
Exciting changes in retirement planning for 2025, driven by the SECURE 2.0 Act, offer new opportunities—like “super” catch-up contributions—for individuals nearing retirement to save more.
Tax season is where the action lies for a great number of firms – they live for compliance, for details, for maximizing deductions.
If you’re turning 65 in 2025, you’re eligible for Medicare and should consider your options carefully, as timely enrollment can prevent costly penalties, while factors…
Schedule a complimentary call today. We’ll help you get started and learn more about Beaird Harris.
