The publication highlights our integrated approach to tax and wealth management and our Young Professionals Program, which focuses on a select group of high-income young business leaders and healthcare professionals with the capacity to accumulate significant wealth.
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.
About Beaird Harris
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services.
Beaird Harris & Co., P.C. and Beaird Harris Wealth Management, Inc. are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution.
Beaird Harris & Co., P.C. is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, Inc. is a Registered Investment Advisor with the SEC.
Recognition Requirements: Please click here “AdvisoryHQs Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top rated financial advisory and wealth management firms.
Please Note: Limitations: 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 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 (see link as to participation data, to the extent applicable). No ranking or recognition should be construed as a current or past endorsement of Beaird Harris by any of its clients. ANY QUESTIONS: Beaird Harris’ Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
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12221 Merit Drive, Suite 750 Dallas, TX 75251
Phone: (972) 503-1040
Fax: (972) 503-1120
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