We are pleased to announce that Beaird Harris has been named No. 18 on Dallas Business Journal’s list of DFW’s Largest Wealth Management Firms ranked by local assets under management. The full list can be viewed here.
At Beaird Harris, we are proud of our accomplishments and industry recognition; however, we never forget that the true measure of our success is the peace of mind our clients enjoy. Our integrated approach to tax and wealth management allows our clients to focus on the things that matter most: living a happy, healthy and meaningful life.
View recognition criteria at https://www.bizjournals.com/dallas/
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.
The Dallas Business Journal surveyed wealth management firms beginning January 3, 2022. The surveys were sent via email to companies who opted-in to the Business Journal’s surveys and met eligibility requirements. To be eligible for this list, your company must be independently-owned and have a location within one of the following counties: Collin, Cooke, Dallas, Denton, Ellis, Grayson, Hill, Johnson, Kaufman, McLennan, Navarro, Parker, Rockwall, Tarrant and Wise. Of the 116 eligible companies surveyed, 34 responded. The Dallas Business Journal cannot independently verify information provided by individual companies. In case of ties, companies are listed alphabetically.
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.
