SmartAssets - Top Financial Advisors in Dallas, TX

Beaird Harris named to SmartAssets’ 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 outset.

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.

Recognition Requirements 
To determine the top 10 financial advisor firms in Dallas, SmartAsset first compiled all firms in the city that are registered with the U.S. Securities and Exchange Commission (SEC), as these firms all have a fiduciary duty. From that list, we removed any firms with disciplinary or regulatory problems. We also eliminated firms that don’t have financial planners or that don’t manage individual or high-net-worth individual accounts. The remaining firms were sorted from highest assets under management to lowest. Beaird Harris did not pay a fee to receive this award, and Beaird Harris has paid no fees to the publication to promote this award.
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
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