November 1, 2016
We’re pleased to announce that Beaird Harris has successfully completed the most rigorous fiduciary certification process in the entire investment management industry, again! The Centre for Fiduciary Excellence, also known as “CEFEX,” is an independent organization that certifies an advisor’s... Read More
June 4, 2016
Beaird Harris is excited and honored to have been recognized at number 40 in CNBC's third annual list of "Top 100 Fee-Only Wealth Management Firms" in the nation.  This marks CNBC's third annual ranking of the top 100 firms; Beaird Harris ranked number 40 in 2014, and 31 in 2015.  In... Read More
March 29, 2016
We are excited to announce that Beaird Harris was named as one of the 2016 Best Companies to Work for in Texas. The awards program was created in 2006 and is a project of Texas Monthly, the Texas Association of Business (TAB), Texas SHRM and Best Companies Group.  This statewide survey... Read More
September 15, 2015
We are excited to announce that Beaird Harris was recently named as one of the 2015 Accounting Today’s Best Accounting Firms to Work for!    Accounting Today has partnered with Best Companies Group to identify companies that have excelled in creating quality workplaces for employees... Read More
June 4, 2015
Beaird Harris is excited and honored to have been recognized at number 31 -  the top ranked fee-only wealth management firm in Texas - 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;... Read More
April 10, 2015
Jimmy brings over 17 years of experience with one of the largest financial service firms in the country, Fidelity Investments. During his time at Fidelity, he served in a number of roles including Regional Trainer to Advisors on advanced financial planning concepts and strategies. Most recently, he... Read More
December 31, 2014
John joined Beaird Harris in 2012 and has been a practicing advisor since 1999.  John specializes in investment research, retirement income planning and helping clients achieve their financial goals.  He co-founded a fee-only investment advisory firm in 2006 and has been an advocate of... Read More
December 31, 2013
Kristy joined Beaird Harris in 2004 and has made significant contributions to Beaird Harris’s tax planning, compliance and business consulting practice over the last 10 years. Kristy has forged deep working relationships with successful professionals and multi-divisional companies... Read More
December 31, 2013
Justin joined Beaird Harris in 2006 and provides proactive tax planning, compliance, and strategic business solutions to service oriented entrepreneurs and closely-held businesses with a particular emphasis in the medical, dental, and healthcare industries. Justin is a member of the ... Read More
December 31, 2012
Jacob King is a Senior Financial Advisor and Lead Financial Planner focused on helping clients achieve their financial goals.  His primary responsibilities include managing client relationships, development of the Firm's proprietary financial planning software, WealthGuide®, and overseeing and... Read More