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 is closed on Thursday, February 24th due to inclement weather.
During this time our team will be fully available via phone or email should you need assistance.
Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.
We are pleased to announce that Beaird Harris has been named No. 10 on Dallas Business Journal’s list of DFW’s Largest Wealth Management Firms ranked by local assets under management, up from No. 26 in 2020. 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 Sept. 16, 2021. 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 The List, companies must be independently-owned and have a location within North Texas. Of the 100 eligible companies surveyed, 32 responded. The Dallas Business Journal cannot independently verify information provided by individual companies. In case of ties, companies are listed alphabetically.
In reassuring news for investors concerned with the current environment of increasing rates, the US equity market has delivered strong longer-term performance on average regardless…
Annual stock market returns are unpredictable, but “up” years have occurred much more frequently than “down” years in the US.
Having an accountable plan has always been a great way for a business to give employees a tax-free benefit that’s also deductible, but it’s now…
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
You don't get just one advisor - you get our whole team!
Like social media? Receive and share insights in real time.