BUILDING FINANCIAL SECURITY TOGETHER™
Beaird Harris Wealth Management, Inc. is an independent, fee-only Registered Investment Advisor providing integrated wealth management services and sophisticated financial planning solutions to financially established individuals, businesses, retirement plans, trusts, foundations and other non-profit organizations.
As Registered Investment Advisors, we openly embrace our role as fiduciaries and take pride in knowing that our clients can trust that our advice is solely in their best interest. As fee-only advisors, we sell no financial products and receive no benefits, commissions or finder’s fees for any of our recommendations. In addition, Beaird Harris has been independently certified by the Centre for Fiduciary Excellence (CEFEX) for adhering to the industry’s best practices.
CLIENT FOCUSED APPROACH
Through the use of our proprietary WealthGuide Planning ProcessTM, we help our clients build their net worth and prepare for a confident retirement by using an integrated step-by-step approach. With quarterly performance reporting, periodic planning updates and unlimited consultations, we position ourselves as our clients personal Chief Financial Officer.
EVIDENCE-BASED INVESTMENT PHILOSOPHY
Our investment philosophy is based not on speculation but on academic research and the science of capital markets. We see markets as an ally, not an adversary. Rather than try to take advantage of the ways markets are mistaken, we take advantage of the ways markets are right—the ways they compensate investors. We utilize the Nobel Prize winning Modern Portfolio Theory to construct globally diversified portfolios with various asset classes that react differently to changing market conditions.
Founded in 1996, we have steadfastly earned a reputation as a trusted financial advisor. We have been consistently recognized among the nation’s leading wealth managers by Medical Economics, Dental Practice Report, CPA Wealth Provider, Wealth Manager, Financial Advisor, D Magazine, Texas Monthly and the Dallas Business Journal. In today’s challenging investment environment, the experience and credibility of your wealth manager has never been more important.