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.
We are pleased to announce that Beaird Harris has made 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 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/
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, Inc. 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. ANY QUESTIONS: Beaird Harris’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognition, including providing the criteria used for any reflected ranking. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.bh-co.com.
The Dallas Business Journal surveyed wealth management firms beginning Sept. 17, 2020. 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.
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