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.
In today’s challenging investment environment the experience and credibility of your wealth manager has never been more important. At Beaird Harris, we are proud of our accomplishments and national recognition. However, we never forget that the true measure of our continued success is the peace of mind our clients enjoy as we help enhance the quality of their lives and fulfill their personal and financial goals.
Beaird Harris, a Dallas-based Certified Public Accounting and fee-only Wealth Management firm, is pleased to announce that Chase Perry, CFP® was recognized in the February edition of Fortune’s Five Star Wealth Managers Under 40 list for 2022.
Beaird Harris Wealth Management, LLC has been recognized as a 2022 Best Places to Work for Financial Advisers as announced by InvestmentNews. Beaird Harris was chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.…
Beaird Harris is proud and honored to announce that we have been included in the 2021 Dallas Business Journal list of Best Places to Work in North Texas. The awards program began in 2003 and is promoted by the Dallas Business Journal in partnership with Quantum Workplace. Beaird Harris ranked number 27 in…
Beaird Harris is excited and honored to have been recognized in D Magazine’s list of “Top Wealth Managers in Dallas-Fort Worth” for 2021.
Ginnie Baker recognized as one of the “Best Financial Planners in Dallas” in the November issue of D Magazine.
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. At Beaird Harris, we are proud of our accomplishments and industry recognition; however, we never forget that the true measure of…
Beaird Harris is excited and honored to have been recognized at number 70 in CNBC’s annual list of “Top 100 Fee-Only Wealth Management Firms” in the nation. This is the firm’s fourth year of recognition by CNBC.
Beaird Harris ranked No. 16 in the small companies category (15-99 employees) in Texas Monthly’s annual list of “100 Best Companies to Work for in Texas,” up from No. 21 in 2020.
We are excited to announce that Beaird Harris, PLLC was recognized among the “Best Accountants in Dallas” by Expertise.com in 2021.
We are excited to announce that Beaird Harris was named as one of the 2021 “Best Firms to Work for” by Accounting Today. Beaird Harris ranked No. 15 in the midsized firms category (50-249 employees), up from No. 27 in 2020.
Beaird Harris, a Dallas-based Certified Public Accounting and fee-only Wealth Management firm, is pleased to announce that Chase Perry, CFP® was recognized in the February edition of Fortune’s Five Star Wealth Managers Under 40 list for 2022.
Beaird Harris Wealth Management, LLC has been recognized as a 2022 Best Places to Work for Financial Advisers as announced by InvestmentNews. Beaird Harris was chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.…
Beaird Harris is proud and honored to announce that we have been included in the 2021 Dallas Business Journal list of Best Places to Work in North Texas. The awards program began in 2003 and is promoted by the Dallas Business Journal in partnership with Quantum Workplace. Beaird Harris ranked number 27 in…
Beaird Harris is excited and honored to have been recognized in D Magazine’s list of “Top Wealth Managers in Dallas-Fort Worth” for 2021.
Ginnie Baker recognized as one of the “Best Financial Planners in Dallas” in the November issue of D Magazine.
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. At Beaird Harris, we are proud of our accomplishments and industry recognition; however, we never forget that the true measure of…
Beaird Harris is excited and honored to have been recognized at number 70 in CNBC’s annual list of “Top 100 Fee-Only Wealth Management Firms” in the nation. This is the firm’s fourth year of recognition by CNBC.
Beaird Harris ranked No. 16 in the small companies category (15-99 employees) in Texas Monthly’s annual list of “100 Best Companies to Work for in Texas,” up from No. 21 in 2020.
We are excited to announce that Beaird Harris, PLLC was recognized among the “Best Accountants in Dallas” by Expertise.com in 2021.
We are excited to announce that Beaird Harris was named as one of the 2021 “Best Firms to Work for” by Accounting Today. Beaird Harris ranked No. 15 in the midsized firms category (50-249 employees), up from No. 27 in 2020.
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!
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