Beaird Harris is thrilled to be listed among the “Top 100 Money Managers” by the Dallas Business Journal in the February 9, 2024 issue. “This recognition underscores our growth, standards, and unwavering commitment to exceptional client service,” remarked Pat Beaird, Managing Partner of Beaird Harris Wealth Management.
Beaird Harris secured the No. 97 spot. “Today, our size allows us to provide the depth of services and technical skills to meet the myriad financial challenges our clients may encounter, yet we remain small enough to maintain close relationships with our clients to help them achieve their financial goals,” commented Clint Dunn, Partner of Beaird Harris.
As an independent fee-only registered investment advisor, our fiduciary duty to act in our clients’ best interests is paramount. Transparency, integrity, and personalized service are fundamental to our approach. We build long-term relationships based on trust and mutual respect, serving a diverse range of clients across the U.S.
Our clients include individuals and families seeking comprehensive wealth management solutions tailored to their unique goals and circumstances. Whether it’s retirement planning, investment management, risk management or estate planning services, we provide unbiased fiduciary advice to help our clients navigate the complexities of their financial life with confidence.
In addition to our wealth management services, we’re proud to offer comprehensive tax, accounting, and business advisory services through our public accounting affiliate, Beaird Harris, PLLC. This integrated approach allows us to provide holistic financial solutions to our clients, addressing their needs across all aspects of their financial lives.
We understand the diverse needs of our clients and are dedicated to providing customized solutions that align with their financial aspirations. Looking ahead, we remain committed to serving as fiduciary advisors, helping clients achieve their financial goals. We’re grateful to the Dallas Business Journal for this recognition and excited to continue our journey as trusted partners in our clients’ financial success.
Disclosure:
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.
Money Managers Research Methodology:
The Dallas Business Journal has published a money management firms list ranked on total assets under management gathered from the most recent Form ADV filing with the SEC. All firms considered professional investment advisers by the SEC must file Form ADV. That is a broad term that encompasses anyone advising on securities, which can range from money managers to financial planners to private equity firms to energy investors. Only offices with a primary address in the Metroplex’s four core counties of Collin, Dallas, Denton and Tarrant were included. DBJ plans to run a separate list later this year of wealth management firms ranked by total local assets. Additional info on top executives was gleaned from company websites and LinkedIn. Some firms filed under the SEC were no longer operating or temporarily closed which were excluded from the ranking. View the full listing online.
Beaird Harris has been recognized as a “Top 100 Money Manager” by D Magazine in 2024.
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