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. 

2022 InvestmentNews - Best Places to Work for Financial Advisers

Investment News

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 ranked in at No. 4 with firms with 15-29 employees.

“Our number one rule is ‘Treat everybody with dignity and respect at all times,’” said Pat Beaird, co-founder, 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 do whatever it takes — there’s a humility that goes along with that. And we tend to attract those types of employees.”

“In a year that’s seen so much turmoil in the workplace – from mask mandates and canceled office reopenings to The Great Resignation – InvestmentNews is proud to spotlight those firms with a proven record of investing in their most valuable resource: their employees,” said Paul Curcio, executive editor of InvestmentNews. “We applaud this year’s finalists and wish them all the best in 2022.”

“We are honored to be named a 2022 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 2022 75 Best Places to Work for Financial Advisers, please visit


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.

schedule call

Schedule a complimentary call today.

We’ll help you get started and learn more about Beaird Harris.