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 2019 “Best Accounting Firms to Work for” by Accounting Today. The annual survey and awards program, which is conducted in partnership with Best Companies Group, is designed to identify, recognize and honor the best employers in…
Beaird Harris is excited and honored to have been recognized at number 40 in CNBC’s second annual list of “Top 100 Fee-Only Wealth Management Firms” in the nation. This marks CNBC’s second annual ranking of the top 100 firms; Beaird Harris ranked number 40 in 2014, and 31 in…
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…
Each year from 2006-2019, Financial Advisor magazine has recognized Beaird Harris Wealth Management, Inc. as a “Leading Registered Investment Advisor,” based on growth of client assets from the previous year. At Beaird Harris, we are proud of our accomplishments and national recognition. However, we never forget that the true measure…
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
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