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Dallas Business Journal lists Beaird Harris #39 in its 2025 list of North Texas Accounting Firm. Beaird Harris was named one of the largest North Texas accounting firms in Dallas Business Journal’s 2025 ranking, securing the #39 position. The annual list includes 91 firms across the region, is based on the number of local CPAs, and reflects the growing presence of firms shaping the North Texas business landscape. View the complete list. “Our firm has grown to a size that enables us to offer a comprehensive range of services and technical expertise to navigate the many tax and financial challenges our clients face. Yet, we remain intentionally small enough to foster strong, personal relationships that help our clients achieve their financial goals,” said Paula Allgood, Managing Partner of Beaird Harris’ public accounting practice. “While we are honored by our industry recognition and achievements, our greatest success is measured by the confidence and peace of mind we bring to our clients.” Beaird Harris is consistently recognized for our leadership in the accounting industry. In addition to this latest ranking, the firm has also been named a “Top 100 Places to Work” by the Dallas Morning News, “Top 500 CPA Firms” nationwide by Inside Public Accounting, and “Best Places to Work in DFW” by Dallas Business Journal, demonstrating our commitment to both clients and team members. Beaird Harris’s success depends on our ability to attract, retain, and engage talented and entrepreneurial-minded professionals.  We take care of our team in every way we can with competitive benefits, free financial services, cool perks, a fun office environment and a party for every major tax deadline.  To learn more about our career opportunities, visit www.bh-co.flywheelstaging.com/careers. 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 advisory, investment management, financial planning, risk management and estate planning services. Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC 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 Wealth Management, a nationally recognized, fee-only wealth management firm in Dallas, TX continues to be recognized throughout the financial services industry as a top ranked Registered Investment Advisor (RIA). Beaird Harris Wealth Management, LLC was recently named No. 5 of the 2024 Best RIAs to Work for out of 52 firms. Financial Planning Magazine has partnered with Best Companies Group to identify companies that have excelled in creating quality workplaces for employees. We are proud of our accomplishments and national recognition; however, we never forget the true measure of our continued success is the peace of mind our clients enjoy as we help them focus on the things that matter most: living a happy, healthy, and meaningful life. 52 Best RIAs to Work For

Beaird Harris ranks in at No. 11 in the Small Company Category.

Beaird Harris is excited to announce that we have been ranked No. 32 in CNBC’s annual list of “Top 100 Financial Advisory Firms of 2024.” This is the firm’s seventh year of recognition by CNBC. CNBC notes, “Finding the right financial advisor to help with your financial needs and goals can be a very complicated process. There are so many things to consider… Advisors use their knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients. A good financial advisor will ask you about your life goals and create a plan to help you reach them.” If you’re interested in learning more about Beaird Harris and how we could be a good fit for your wealth management needs, we invite you to schedule a complimentary introductory call. We’d love to hear from you! 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. View the complete list.  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, business advisory, investment management, financial planning, risk management, estate planning and retirement plan services. Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC 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, PLLC is a Certified Public Accounting Firm. Beaird Harris Wealth Management, LLC is a Registered Investment Advisor with the SEC.

Beaird Harris Wealth Management, a nationally recognized, fee-only wealth management firm in Dallas, TX continues to be recognized throughout the financial services industry as a top ranked Registered Investment Advisor (RIA). Financial Advisor (FA) magazine, a leading financial trade publication, ranked Beaird Harris No. 225 out of 431 firms on the list in the magazine’s July 2024 RIA Ranking, up from No. 264 in the 2023. The list includes RIAs from across the nation and is based on a survey of the firms’ discretionary and nondiscretionary assets under management (AUM), as reported to the Securities and Exchange Commission (SEC). Appearing on the list since Financial Advisor’s inaugural ranking this is the 19th consecutive year Beaird Harris has made the list of leading RIA firms. We are proud of our accomplishments and national recognition; however, we never forget the true measure of our continued success is the peace of mind our clients enjoy as we help them focus on the things that matter most: living a happy, healthy, and meaningful life. Financial Advisor 2024 Annual RIA Ranking

Beaird Harris Wealth Management, LLC, a Dallas-based, nationally recognized, fee-only registered investment advisor (“RIA”) with $1.7 billion in assets under management, is delighted to announce that Ginnie Baker has been honored as one of Financial Advisor magazine’s list of Young Advisors to Watch in 2024.  Dallas, TX – May 8, 2024 – Ginnie Baker, Partner at Beaird Harris Wealth Management, LLC (“Beaird Harris”) has been named one of Financial Advisor magazine’s Young Advisors to Watch in 2024. This distinction recognizes emerging leaders in the financial advisory sector who have shown exceptional promise, expertise, and dedication to their profession. As a Partner at Beaird Harris, Ginnie has established herself as a trusted advisor in serving high-net-worth individuals and families and has developed a specialty in serving the healthcare industry. Ginnie’s approach involves guiding clients through intricate financial decisions, providing education about investments, insurance, estate planning, employee benefits, and retirement plans, and she works with clients to coordinate, implement, and monitor their financial plans. Pat Beaird, Managing Partner at Beaird Harris Wealth Management, comments, “Ginnie embodies the core values of our firm, always going above and beyond to deliver outstanding service and support to clients and colleagues alike. Her passion for helping others achieve their financial goals is exactly what we strive for, and Ginnie sets a great example!  Ginnie’s inclusion on this prestigious list not only reflects her individual success, but also speaks volumes about the caliber of talent we have here at Beaird Harris.” For more information about Ginnie Baker visit https://bh-co.flywheelstaging.com/team/ginnie-baker/ To view the Financial Advisor magazine article visit https://www.fa-mag.com/news/young-advisors-to-watch-in-2024-77780.html  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, business advisory, investment management, financial planning, risk management, estate planning and retirement plan services. Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC 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. For media inquiries, please contact: Clint Dunn, CFP®, IAACP® Beaird Harris Wealth Management, LLC Phone: (972) 503-1040 Email: ClintD@bh-co.flywheelstaging.com

Beaird Harris Named to Dallas Business Journal’s 2024 List of “Top 100 Money Managers.” Beaird Harris is thrilled to be listed among the “Top 100 Money Managers” by the Dallas Business Journal in the February 9, 2024 issue. “This recognition underscores our growth, standards, and unwavering commitment to exceptional client service,” remarked Pat Beaird, Managing Partner of Beaird Harris Wealth Management.  Beaird Harris secured the No. 97 spot. “Today, our size allows us to provide the depth of services and technical skills to meet the myriad financial challenges our clients may encounter, yet we remain small enough to maintain close relationships with our clients to help them achieve their financial goals,” commented Clint Dunn, Partner of Beaird Harris. As an independent fee-only registered investment advisor, our fiduciary duty to act in our clients’ best interests is paramount. Transparency, integrity, and personalized service are fundamental to our approach. We build long-term relationships based on trust and mutual respect, serving a diverse range of clients across the U.S. Our clients include individuals and families seeking comprehensive wealth management solutions tailored to their unique goals and circumstances. Whether it’s retirement planning, investment management, risk management or estate planning services, we provide unbiased fiduciary advice to help our clients navigate the complexities of their financial life with confidence. In addition to our wealth management services, we’re proud to offer comprehensive tax, accounting, and business advisory services through our public accounting affiliate, Beaird Harris, PLLC. This integrated approach allows us to provide holistic financial solutions to our clients, addressing their needs across all aspects of their financial lives. We understand the diverse needs of our clients and are dedicated to providing customized solutions that align with their financial aspirations. Looking ahead, we remain committed to serving as fiduciary advisors, helping clients achieve their financial goals. We’re grateful to the Dallas Business Journal for this recognition and excited to continue our journey as trusted partners in our clients’ financial success.

Beaird Harris included in the Dallas Business Journal’s list of Best Places to Work in Dallas-Fort Worth for 2023. Beaird Harris is proud and honored to announce that we have been included in the 2023 Dallas Business Journal list of Best Places to Work in Dallas Fort-Worth. The awards program began in 2003 and is promoted by the Dallas Business Journal in partnership with Quantum Workplace. Beaird Harris ranked No 16. in the medium employer category, up from No. 27 in our previous ranking. Beaird Harris was recognized and honored at the Best Places to Work in Dallas-Fort Worth awards ceremony coordinated by the Dallas Business Journal. Final rankings can be found on the Dallas Business Journal website.

Beaird Harris is thrilled to announce that we have been ranked as No. 7 in CNBC’s annual list of “Top 100 Financial Advisory Firms of 2023,” up from No. 44 in 2022, and No. 70 in 2021.  This is the firm’s sixth year of recognition by CNBC. CNBC comments, “A financial advisor can play a major role in helping clients grow and protect their wealth. The key is to find an advisor you trust, and it’s important to make sure they are someone who is a good match for you.”  If you are interested in learning more about Beaird Harris and if we could be a good fit for your wealth management needs, feel free to schedule a complimentary introductory call. We’d love to hear from you! 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. View the complete list.  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, business advisory, investment management, financial planning, and retirement plan services. Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC 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, PLLC is a Certified Public Accounting Firm. Beaird Harris Wealth Management, LLC is a Registered Investment Advisor with the SEC.

Standing, Left to Right: Denise Johnston, Ameerah Morsy, Deanne Wilson, Genny Cordell, Kristen Jones Seated, Left to Right: Carla Medrano, Ginnie Baker, Paula Allgood, Kristy Carlton Photo by: Lisa Means Paula Allgood, profiled alongside all the female Partners at Beaird Harris, is celebrated as a ‘Woman of Influence’ in the September 2023 issue of D Magazine. This accolade underscores Paula’s career trajectory, from her initial days as an Intern to her current position as Managing Partner of the firm’s public accounting practice, as well as her team’s dedication to helping clients experience a holistic approach to tax and wealth management. “The D Magazine profile was a special opportunity to celebrate all our amazing female partners,” said Paula Allgood. “We truly have a special team who are dedicated to serving our clients with integrity and a personal touch. I am blessed to be a part of this incredible group!” Read the D Magazine profile. 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, business advisory, wealth management, and retirement plan services. Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC 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, PLLC is a Certified Public Accounting Firm. Beaird Harris Wealth Management, LLC is a Registered Investment Advisor with the SEC. Contact: Clint Dunn, CFP®, IACCP® Media Contact ClintD@bh-co.flywheelstaging.com (972) 503-1040