Dallas, TX (December 13, 2018) – Beaird Harris Wealth Management, a Dallas-based, independent, fee-only wealth management firm, celebrates 22 years in business and surpasses $1 billion in assets under management (AUM). The firm has achieved this milestone by relying on an evidence-based investment strategy, our proprietary Beaird Harris WealthGuideTM financial planning process, and a firm-wide commitment to exceed client expectations.
“We are very excited to have reached this milestone,” said Pat Beaird, Managing Shareholder of Beaird Harris Wealth Management. “It’s a true testament to our commitment to serving clients with the highest level of integrity and in a fiduciary capacity. The majority of our growth comes from referrals of existing clients and it’s our goal to provide a world-class client experience. To our clients, we say thank you for entrusting us with the management of your financial resources. It’s an incredible honor and an awesome responsibility that we take very seriously.”
Beaird Harris has a unique approach; one that stands out from the crowd by virtue of client relationships, personalized strategies, and an investment philosophy grounded in academic research and empirical data. Everyone at Beaird Harris is committed to helping clients maximize their assets, reduce financial stress, realize their personal and financial goals, and, most importantly, live meaningful lives.
“At Beaird Harris we always put our clients’ best interest ahead of our own; it’s the essence of being a fiduciary. It’s also the core principle that our wealth management firm was built on and continues to guide our mission, values and culture,” said Steve Lugar, Managing Director of Beaird Harris Wealth Management.
Beaird Harris serves more than 575 clients including individuals, families, retirement plans, and foundations, and manages over a billion dollars of client assets. Beaird Harris clients have an average investment portfolio of approximately $1,750,000, with clients ranging from $500,000 to $25,000,000+.
With a look to the future, Beaird Harris is more excited than ever, having recently positioned the firm for future growth by expanding its client service, financial planning and senior advisor teams, and by making significant investments in technology to enhance the client experience.
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.
For more information, contact:
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12221 Merit Drive, Suite 750 Dallas, TX 75251
Phone: (972) 503-1040
Fax: (972) 503-1120
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