D Magazine selects honorees based on qualification criteria and review by an independent panel of local wealth management professionals. Eligible firms must meet standards for assets under management, average assets per client, client retention, disciplinary history, longevity and fiduciary status.
We are grateful to be included among the firms serving individuals and families across the Dallas-Fort Worth community.
Much has changed in financial services over the past 30 years, but our commitment to clients has not. Beaird Harris Wealth Management provides highly personalized, fee-only wealth management, including financial planning, investment management, risk management, and estate planning. We are affiliated with Beaird Harris, PLLC, a separate CPA firm offering tax and outsourced accounting services. Clients are not required to use both, but many value the coordination that comes from working with affiliated firms.
“Being recognized by D Magazine again is a reflection of our team and the clients who trust us,” said Steve Lugar, Managing Director of Beaird Harris Wealth Management. “We are grateful for the recognition, and we remain focused on helping each client make confident decisions about their financial lives.”
At Beaird Harris, success is not defined by recognition. It is measured by the trust our clients place in us as we work together toward their financial and personal goals.
If you would like to explore whether our approach may be a good fit, we invite you to schedule a complimentary introductory call. We would love to connect.
View D Magazine’s Top Wealth Managers | View Beaird Harris’s D Magazine listing