Beaird Harris Ranked Among Top Dallas Wealth Management Firms

March 15, 2018

Beaird Harris has been named to AdvisoryHQ’s list of the “Top 10 Best Financial Advisors & Wealth Management Firms in Dallas, TX.”

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.

For more information, contact:
Clint Dunn
Phone: 972-503-1040

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.

Beaird Harris has not paid fees related to receiving or promoting this ranking. AdvisoryHQ independently sets their ranking criteria and Beaird Harris has no influence on the criteria. Rankings and/or recognition by unaffiliated rating services and/or publications should not 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, nor should it be construed as a current or past endorsement of Beaird Harris Wealth Management, Inc. by any of its clients.

Press Coverage Author 
Beaird Harris