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 on Friday, July 3rd in observance of the Independence Day holiday.

National Recognition

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.

Accounting Today – Top Wealth Magnet List

Accounting Today Ranked Beaird Harris in its “Top Wealth Magnet” List Beaird Harris ranked among the leading CPA firms in financial planning and is recognized as part of “The Billion Dollar Club” category based on AUM. Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to

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Texas Monthly 2019 5 Star Wealth Managers

Texas Monthly – Five Star Wealth Managers

Beaird Harris Advisors Recognized as Five Star Wealth Managers Beaird Harris has been recognized in the Five Star Wealth Manager award program with ten wealth managers included as 2019 winners. Featured advisors are highlighted in the July edition of Texas Monthly. Paula Allgood CPA Pat Beaird CPA, PFS Clint Dunn

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Forbes – Top 100 Registered Investment Advisors

Beaird Harris Recognized as Among the Top 100 Registered Investment Advisors (RIAs) We are pleased to announce that Beaird Harris has has been recognized by Forbes as one of the Top 100 Registered Investment Advisors (RIAs) in 2019 based on Assets Under Management (AUM) and growth in assets. At Beaird

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SmartAssets – Top Financial Advisors in Dallas, TX

Beaird Harris has been named to the list of “Top Financial Advisors in Dallas, TX.” The publication highlights our relationship with Beaird Harris & Co., P.C., our affiliate tax practice, and our Young Professionals Program, designed created to help young people with high incomes develop good financial habits from the

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Dallas Morning News – Top 100 Places to Work

Beaird Harris named to The Dallas Morning News’ Top 100 Places to Work We are excited to announce that Beaird Harris has been recognized by The Dallas Morning News as a Top 100 Places to Work.  A two-time winner, Beaird Harris ranked number 22 in the small company category. Each

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