National Recognition
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.
Medical Economics
Medical Economics recognized Pat C. Beaird, CPA, PFS and Steven M. Lugar, CFP® in their November 2011 list of "Best Financial Advisers for Doctors." Pat and Steve's recognition was based on their knowledge and extensive experience working with medical practices of all sizes and specialties from sole practitioners to large medical groups.
Dental Practice Report
Dental Practice Report selected Pat Beaird, CPA, PFS and Steve Lugar, CFP® to the 2011 "Best Financial Advisers for Dentists in America" list. Pat and Steve were two of only three financial advisors in the State of Texas to be included in this year's rankings. Candidates were selected based on their knowledge and extensive experience working with dental practices of all sizes and specialties from sole practitioners to large dental groups.
CPA Wealth Provider
Beaird Harris Wealth Management, Inc. was ranked as one of the "Top CPA/Financial Services firms in America" in the July 2010 issue of CPA Wealth Provider magazine. The publication recognized Beaird Harris as a "Wealth Magnet" based on client assets under management.
Advisor One Magazine
For the eleventh consecutive year, Beaird Harris Wealth Management, Inc. has been included in Advisor One magazine's list of "Top Wealth Managers" based on average assets under management per client. It's Beaird Harris’s great honor to be one of only two Texas firms to be recognized every year since Bloomberg began producing the list in 2001.
Financial Advisor Magazine
From 2006-2011, Financial Advisor magazine ranked Beaird Harris Wealth Management, Inc. as a “Leading Registered Investment Advisor,” based on growth of client assets from the previous year.
Forbes Magazine
GoldLine Research recognized Beaird Harris Wealth Management, Inc. in the March 2008 issue of Forbes magazine as one of “The 10 Most Dependable Wealth Mangers™ in Texas.”
Texas Monthly Magazine
In August 2009, Texas Monthly Magazine recognized Pat C. Beaird, CPA, PFS and Ron J. Skalberg, CPA as "Five Star Best in Client Satisfaction Wealth Mangers;" a prestigious award granted to less than seven percent of the advisors in the Dallas Fort Worth Metroplex.
Dallas Business Journal
For several years, Beaird Harris Wealth Management, Inc. has been ranked by the Dallas Business Journal as one of the “25 Largest Money Management Firms in the Metroplex.”
D Magazine
Managing Director, Chief Compliance Officer and Portfolio Manager, Steven M. Lugar, CFP®, was selected by his peers as one of the Best Financial Planners in Dallas and recognized for this honor by D Magazine in its January 2009 issue.
Lists or rankings published by magazines and other sources are generally based exclusively on information prepared and submitted by Beaird Harris Wealth Management. These lists and rankings should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage or continue to engage the advisor’s services; and they should not be construed as a current or past endorsement of Beaird Harris Wealth Management by any of its clients.