

Improve Your Tax Forecast Accuracy with These Tips
Knowing how much money to include in your quarterly estimated tax payments can be quite a challenge. Here are some tips to get more accuracy…
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 Wednesday, November 23rd (at noon) through Friday, November 25th in observance of the Thanksgiving holiday.
We’ll reopen on Monday, November 28th at 8:30am.
Beaird Harris will be closed Friday, December 2nd for our annual Christmas celebration. We will reopen on Monday, December 5th at 8:30am.
Beaird Harris will be closed Monday, January 2nd in observance of the New Year.
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.
Knowing how much money to include in your quarterly estimated tax payments can be quite a challenge. Here are some tips to get more accuracy…
As we wrap up 2022, it’s important to take a closer look at your tax and financial plans and discuss steps that can be taken…
As we wrap up 2022, it’s important to take a closer look at your tax and financial plans and discuss steps that can be taken…
We’ll help you get started and learn more about Beaird Harris.
12221 Merit Drive, Suite 750
Dallas, TX 75251
Phone: (972) 503-1040
Fax: (972) 503-1120
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