Steven M. Lugar,  CFP<sup>&reg;</sup> - Financial Advisor

Steven M. Lugar, CFP®

Managing Director

Beaird Harris

12221 Merit Dr, Suite 750
Dallas, TX 75251
FINANCIAL ADVISOR'S WEBSITE
(972) 503-1040 CONNECT WITH Steven
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General

Steven Lugar is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Beaird Harris in Dallas, TX and the surrounding communities.

Financial Advisor Overview

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, investment management, financial planning, family office and retirement plan services. Beaird Harris & Co., P.C. and Beaird Harris Wealth Management, Inc. 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 & Co., P.C. is a Certified Public Accounting Firm. Beaird Harris Wealth Management, Inc. is a Registered Investment Advisor with the SEC.

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Financial Advisor Experience

Steve joined Beaird Harris Wealth Management, Inc. in 2000 after 20 years with a national financial services firm. Steve had substantial management responsibilities in addition to assisting individual clients with their financial planning needs. As Managing Director and Portfolio Manager, his duties are split between providing investment advice to clients and overseeing the overall operation and continued success of the firm. Steve is a member of The Financial Planning Association, the Council on Foundations and the Investment Fiduciary Leadership Council. Steve was chosen as one of the best financial planners in Dallas by his peers in the December 2006 issue of D Magazine, and again in January 2009. He is a licensed Investment Advisory Representative and a CERTIFIED FINANCIAL PLANNER™ professional. Steve has been quoted in various publications including the Wall Street Journal, Marketwatch.com, CNN Money, Investment News, The L.A. Daily News, Yahoo Finance and Registered Rep. Steve received his Bachelor of Business Administration in 1977 from Abilene Christian University and he has done postgraduate study in the fields of investment, insurance, employee benefits, income taxation, retirement and estate planning. He has served on the Board of Directors of T Bank, as well as several non-profit organizations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Retirement, Sudden Wealth

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Helpful Financial Planning Resources