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
Jimmy Zimmerman, Beaird Harris, Fidelity, Wealth Management
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
John Hetzel, Beaird Harris, Investments, Financial Planning
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
Justin Watson, Shareholder, Beaird Harris, Tax, Accounting, Wealth Management
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
Kristy Carlton, CPA, Tax, Accounting Services, Beaird Harris
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
Jacob King, Beaird Harris, Investments, Financial Planning
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
Steve Lugar, Managing Director, Shareholder, Beaird Harris, Wealth Management
September 1, 2011
What's the difference between a fee-only and a fee-based advisor? In a word, huge! The vast majority of dentists, and other professionals as well, probably don't appreciate the difference and what it means to them. In short, in addition to an asset-based percentage fee, a fee-based advisor can... Read More
Steve Lugar, Managing Director, Shareholder, Beaird Harris, Wealth Management
February 19, 2010
Steven M. Lugar, CFP®, is the Managing Director of Beaird Harris Wealth Management, an independent wealth management firm in Dallas. Lugar has more than 25 years’ experience, and for the past several years has been named one of the top wealth managers in the U.S. by Wealth Manager magazine. He... Read More
Kristen Jones, CPA, Shareholder, Tax, Beaird Harris
January 1, 2009
Kristen brings over 13 years of experience in the areas of tax, accounting and business consulting. She works extensively with start-up companies, small businesses and high net worth individuals including: physicians, dentists, restauranteurs and foreign nationals living in the U.S. Kristen is a... Read More