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.
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 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…
We are pleased to announce that Beaird Harris has been recognized as one of the “Top Wealth Managers in Dallas” and Ginnie Baker, CFP® has been recognized as one of the “Best Financial Planners in Dallas” by D Magazine! Top Wealth Managers in Dallas Recognized firms were selected based on…
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…
Beaird Harris is proud and honored to announce that several of our advisors have been recognized as a Five Star Professional as printed in Texas Monthly. Pat Beaird Don Harris Steve Lugar Jacob King John Hetzel Jimmy Zimmerman Clint Dunn Paula Allgood Ron Skalberg In today’s challenging investment environment the…
Beaird Harris has been named to the Financial Times “300 Top Registered Investment Advisers” list. The final FT 300 represents an impressive cohort of elite RIA firms, the FT 300 Top RIAs hail from 37 states. Beaird Harris is one of 15 Texas RIA firms to be recognized. The results…
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…
We are pleased to announce that Beaird Harris has been recognized as one of the “Top Wealth Managers in Dallas” and Ginnie Baker, CFP® has been recognized as one of the “Best Financial Planners in Dallas” by D Magazine! Top Wealth Managers in Dallas Recognized firms were selected based on…
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…
Beaird Harris is proud and honored to announce that several of our advisors have been recognized as a Five Star Professional as printed in Texas Monthly. Pat Beaird Don Harris Steve Lugar Jacob King John Hetzel Jimmy Zimmerman Clint Dunn Paula Allgood Ron Skalberg In today’s challenging investment environment the…
Beaird Harris has been named to the Financial Times “300 Top Registered Investment Advisers” list. The final FT 300 represents an impressive cohort of elite RIA firms, the FT 300 Top RIAs hail from 37 states. Beaird Harris is one of 15 Texas RIA firms to be recognized. The results…
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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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