- Who We Serve
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Who We Serve
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.
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- What We Do
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How We Work With You
Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.Tax Services
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- About Us
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About Us
Today, our size allows us to provide the depth of services and technical skills to meet the myriad of tax and financial challenges you or your business may encounter, yet we remain small enough to maintain close relationships with our clients to help them achieve their financial goals.
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- Insights
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Insights
Explore timely insights, practical resources, and firm updates designed to keep you informed and empowered year round. From expert articles and key deadlines to national recognition and planning tools.Download our latest brochure Integrated Wealth Management + Tax Planning ↗
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- Our Team
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Meet the Team
At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.
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- Careers
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Careers
This is a place where integrity is the fulcrum that propels our business and our people. Where collaborative care infuses everything we do. And where you’ll be inspired each and every day to invest your whole self into the vital work you’re doing.
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Trusted Wealth Management
Wealth Management
What We Do ⟶ Wealth Management
2025
Ranked #3
Top 100 Advisory Firms
CNBC’s Financial Advisor 100 is based on data analysis and editorial review, and assesses criteria such as assets under management, firm size and longevity, number of certified financial planners and regulatory records.
Beaird Harris WealthGuideSM Planning Process –
A Planning Process that Adapts to You,Not the Other Way Around
No matter where you are in life – just starting out, in your peak earning years, approaching retirement, addressing your legacy or preparing for a major life change – our Beaird Harris WealthGuideSM planning process aligns your most cherished goals with personalized strategies to help you achieve financial peace of mind.
2025
Ranked #3
Top 100 Advisory Firms
CNBC’s Financial Advisor 100 is based on data analysis and editorial review, and assesses criteria such as assets under management, firm size and longevity, number of certified financial planners and regulatory records.
2025
Ranked #3
Top 100 Advisory Firms
CNBC’s Financial Advisor 100 is based on data analysis and editorial review, and assesses criteria such as assets under management, firm size and longevity, number of certified financial planners and regulatory records.
The financial lives of high-net-worth individuals and families
can be complicated.
We specialize in working with clients who are focused on building, managing, and preserving wealth with intention. Whether you’re early in your wealth journey or managing significant assets, we provide proactive wealth management strategies tailored to your stage of life through our Beaird Harris WealthGuideSM planning process.
High-Net-Worth
Individuals & Families
Often in their peak career or retirement years, these clients have accumulated significant assets and are now focused on sustaining, protecting, and transferring their wealth.
- Typically hold $1 million or more in investable assets
- Business owners, medical professionals, or corporate executives with complex financial structures
- Interested in creating lasting legacies — for their families, communities, and causes they care about
- Value coordination across their entire financial life — investments, taxes, estate plans, and beyond
Young Professionals
& Rising Professionals
Driven and goal-oriented, these clients are in the growth phase of their financial journey — balancing career advancement, family priorities, and early-stage wealth building.
- Often high-income earners such as physicians, attorneys, or entrepreneurs
- Navigating stock options, student debt, and competing savings goals
- Motivated by financial independence and intentional progress toward long-term goals
- Seek a collaborative relationship that grows alongside their careers and families
WealthGuideSM Planning Process
A Planning Process that Adapts to You, Not the Other Way Around
A Planning Process that Adapts to You, Not the Other Way Around
It’s often said that people spend more time planning their summer road trips than they do planning for their financial future. And, like any good road trip, your path to financial success may take you in any number of directions. Our Beaird Harris WealthGuideSM planning process will serve as the roadmap to help get you to your ideal retirement.
What makes Beaird Harris unique is our ability to manage multiple goals for the benefit of our clients. The success on your journey towards retirement depends on efficiently integrating your investment management, financial planning, risk management and estate planning decisions. It’s the integration of these critical components that form the foundation of our Beaird Harris WealthGuideSM planning process.
Financial Planning
- Retirement Feasibility Analysis
- Cash Flow Modeling
- Social Security Optimization
- Medicare Planning
- Required Minimum Distributions
- Pension Maximization
- Education Planning
Investment Management
- Asset Allocation
- Asset Location
- Evidence-Based Philosophy
- Globally Diversified Portfolios
- Structured Asset Class Portfolios
- Low-Cost & Tax-Efficient
- Risk Return Analysis
- Concentrated Position Analysis
- Stock Option Analysis
Risk Management
- Insurance Review
- Life, Disability & Long-Term Care
- Home, Auto & Umbrella
- Professional Liability
- Alignment with Employee Benefits
- Asset Protection Strategies
Estate Planning
- Estate Structure & Strategy Review
- Asset Titling Coordination
- Beneficiary & Estate Coordination
- Philanthropic Planning
- Gifting Strategies
- Multigenerational Family Meetings
- Estate Administration Support
- Wealth Transfer
Tax Planning & Preparation*
- Tax Planning & Strategy
- Tax Return Preparation
- Federal Income Tax
- State & Local Tax
- Trust & Estate Tax
- Corporate Tax
- Family Limited Partnerships
*While it is not required to use both firms, many value the simplicity of working with a single enterprise to integrate wealth management and tax for a fully coordinated solution. The scope of services provided depends upon the terms of the engagement and the specific requests and needs of the client. Beaird Harris does not serve as an attorney or insurance agent. Beaird Harris does not prepare legal documents, nor does it sell insurance products. If the client engages us to do so, Beaird Harris Wealth Management, LLC can provide tax preparation services through our CPA affiliate, Beaird Harris, PLLC, subject to a separate engagement and fee.
Why Choose Beaird Harris as Your Wealth Manager?
The financial advice industry can seem complex, even opaque. At Beaird Harris, we strive to make your experience meaningful.
Here’s what you can count on when you work with us:
- We take a holistic view of your situation and offer services that other advisors don’t — like tax planning, risk management and estate planning.
- We are a fiduciary advisor, always acting in your best interests.
- We are fee-only — our compensation comes solely from our clients, ensuring our advice is objective and aligned with your goals.
- We don’t sell financial products and aren’t paid commissions.
- We are able to fully consider the tax ramifications of every investment decision, as well as offer tax planning and preparation solutions.
- We are employee-owned and founder-led, so your satisfaction is of the utmost importance.
Meet Our Wealth Management
Advisor Team
At Beaird Harris you don’t just work with one advisor – you get our whole team! After all, it takes a great deal of experience to deliver the service you deserve. But it’s also about our service philosophy: our entire culture is built around teams. We believe letting people do the work they love and are trained to do helps us raise the bar – to provide the level of knowledge, specialization, expertise, service and responsiveness you deserve.
We specialize in working with clients who are focused on building, managing, and preserving wealth with intention. Whether you’re early in your wealth journey or managing significant assets, we provide proactive wealth management and tax strategies tailored to your stage of life.
High-Net-Worth Families & Individuals
Often in their peak career or retirement years, these clients have accumulated significant assets and are now focused on sustaining, protecting, and transferring their wealth.
- Typically hold $1 million or more in investable assets
- Business owners, medical professionals, or corporate executives with complex financial structures
- Interested in creating lasting legacies — for their families, communities, and causes they care about
- Value coordination across their entire financial life — investments, taxes, estate plans, and beyond
Accumulators & Rising Professionals
Driven and goal-oriented, these clients are in the growth phase of their financial journey — balancing career advancement, family priorities, and early-stage wealth building.
- Often high-income earners such as physicians, attorneys, or entrepreneurs
- Navigating stock options, student debt, and competing savings goals
- Motivated by financial independence and intentional progress toward long-term goals
- Seek a collaborative relationship that grows alongside their careers and families
WHO WE SERVE
Individuals & Families
The financial lives of high-net worth individuals and families are complicated.
We understand the unique challenge you face and offer proactive wealth management and tax solutions to help grow, protect and preserve your wealth across generations.
High-Net-Worth
Typically $1M+ Portfolio
Advanced Tax & Estate Planning
Further Reading
To learn more about Beaird Harris, download our Integrated Wealth Management + Tax Planning brochure and guide on Pursuing a Better Investment Experience.
Why choose Beaird Harris as your Wealth Manager?
We’re Fiduciary Advisors
A fiduciary is a professional who stands in a special relationship of trust, confidence, and/or legal responsibility with a client. Beaird Harris Wealth Management, LLC is a Registered Investment Advisor, which means we are required by law to act in our clients’ best interest. We take this responsibility very seriously.
We’re Fee-Only
Fee-only means we only receive compensation from our clients. As fee-only advisors, we do not receive benefits from brokerage services, commissions or finder’s fees. This independence allows Beaird Harris to remain impartial and deliver objective fiduciary advice.
We’re Independent
Our complete independence from any brokerage firm, bank, investment, insurance, or mutual fund company is one of our foundational strengths and a critical driver of our clients’ success. We are truly unencumbered to choose the most appropriate investments for our clients, without any external factors influencing our decisions.
A Unique Approach to
Wealth Management
Most people saving for retirement seek confidence, clarity and peace of mind in their financial affairs. But what do most brokers offer? “Hot” tips, speculative investments, and products they are financially incented to sell. Beaird Harris takes a very different approach.
Let's Talk
Looking for a fiduciary financial advisor to help you achieve your goals?
Schedule a complimentary call today. We’ll help you get started and learn more about Beaird Harris.