Beaird Harris Wealth Management, Inc.

beaird harris wealth management, inc. is an independent, fee-only wealth management firm in dallas, texas. founded in 1996, beaird harris provides financial planning and integrated wealth management solutions to financially established individuals, trust funds, retirement plans and non-profit organizations. as a fee-only advisor, beaird harris does not receive benefits from brokerage services, commissions or finder’s fees. this independence allows us to remain impartial and deliver objective fiduciary advice. to help ensure that beaird harris adheres to the industry’s best practices, we became one of the first wealth managers in the country to obtain fiduciary certification from the centre for fiduciary excellence (cefex). for individual investors, we carefully consider tax implications as we attempt to identify the most advantageous apportionment of investment assets among personal and tax-deferred accounts. when applicable, we also work with individuals to minimize the impact of esta