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.
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 named a Leading Registered Investment Advisor
Beaird Harris, a Dallas-based Certified Public Accounting and fee-only Wealth Management firm, is pleased to announce that Jacob King, CFP® was recognized in the February edition of Fortune’s Five Star Wealth Managers Under 40 list for 2021.
Accounting Today Ranks Beaird Harris in its “Top Wealth Magnet” List Beaird Harris ranks among leading CPA firms in financial planning and is recognized as part of “The $1B-Plus Club” category based on assets under management “AUM.” Beaird Harris, a nationally recognized Certified Public Accounting and fee-only Wealth Management firm…
We are excited to announce that Beaird Harris has been recognized by The Dallas Morning News as a Top 100 Places to Work. A three-time winner, Beaird Harris ranked number 22 in the small company category.
Beaird Harris Wealth Management, Inc. has been named to the list of “11 Best Financial Advisors & Wealth Management Firms in Dallas” for the third year in a row. The publication highlights our Young Professionals Program and affiliate tax practice, Beaird Harris & Co., P.C. Key Factors That Enabled Beaird…
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…
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…
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…
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…
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 named a Leading Registered Investment Advisor
Beaird Harris, a Dallas-based Certified Public Accounting and fee-only Wealth Management firm, is pleased to announce that Jacob King, CFP® was recognized in the February edition of Fortune’s Five Star Wealth Managers Under 40 list for 2021.
Accounting Today Ranks Beaird Harris in its “Top Wealth Magnet” List Beaird Harris ranks among leading CPA firms in financial planning and is recognized as part of “The $1B-Plus Club” category based on assets under management “AUM.” Beaird Harris, a nationally recognized Certified Public Accounting and fee-only Wealth Management firm…
We are excited to announce that Beaird Harris has been recognized by The Dallas Morning News as a Top 100 Places to Work. A three-time winner, Beaird Harris ranked number 22 in the small company category.
Beaird Harris Wealth Management, Inc. has been named to the list of “11 Best Financial Advisors & Wealth Management Firms in Dallas” for the third year in a row. The publication highlights our Young Professionals Program and affiliate tax practice, Beaird Harris & Co., P.C. Key Factors That Enabled Beaird…
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…
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…
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…
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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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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