- 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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Individuals & Families
Every Moving Part, Fully Connected
Your financial life has many moving parts: competing goals, short-term needs that undermine long-term objectives, and the constant uncertainty of shifting markets and ever-changing tax regulations. At Beaird Harris, our integrated approach to tax and wealth management has one principal objective, and that is to bring order to the financial turbulence around you so you can feel more confident and focus on the things in life that matter most.
While our roots are firmly established in the detail and discipline of a CPA firm, we recognize that tax management is inextricably linked and woven into the fabric of your financial planning and wealth management picture. Our tax and wealth management practices are separate and autonomous entities, each with their own clients, and all of our clients benefit from the knowledge sharing that comes with such close association and collaborative expertise.
What We Do
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
We are keenly attuned to the intricacies and opportunities that come with increasing income and complexity. You can rely on our insight, analysis, and expertise for tax mitigation strategies and structures to preserve your assets, all delivered without the typical accountant speak.
Wealth Management
The success of your journey toward retirement depends on efficiently integrating your investment management, financial planning, risk management, and estate planning decisions. It is the integration of these critical components that forms the foundation of our Beaird Harris WealthGuideSM planning process.
Integrated Planning
When your CPA and your wealth manager are in the same room, tax decisions inform investment strategy and investment decisions inform tax planning. There are no blind spots, no gaps between advisors, and no missed opportunities. That is the advantage of having tax and wealth management under one roof.
Tax services provided by Beaird Harris, PLLC. Wealth management services provided by Beaird Harris Wealth Management, LLC.
All Your Financial Needs, Seamlessly Connected
- Evidence-Based Investing
- Asset Protection Strategies
- Charitable Giving Strategies
- Stock Option Analysis
- Trusts & Family Limited Partnerships
- Strategic Tax Analysis
- Financial Planning
- Estate Plan Review
- Tax Planning & Preparation
- Insurance & Risk Management
- Multigenerational Family Meetings
Our Reach
Dallas Based.
National Reach.
Careers relocate, families spread across state lines, and a second home or rental property can add filings in places you never expected. Headquartered in Dallas, Beaird Harris serves individuals and families across Texas and throughout the country, so where you live never limits who you work with.
- Insights
Insights & Resources
From the Blog
Nov 2026
2027 Tax Numbers Are Out: What They Mean for Your Planning
Nov 2026
Beaird Harris Named to The Dallas Morning News’ 2026 Top Workplaces
Oct 2026
Beaird Harris Named a Top Wealth Manager in Dallas by D Magazine for 2026
Oct 2026
Ginnie Baker Named to D Magazine’s Best Financial Planners in Dallas List for 2026
View all posts →
WealthGuideSM Newsletter
Quarterly Market Review
Our quarterly market commentary on current conditions, investment principles, and what to watch next.
Brochure
Integrated Wealth Management + Tax Planning
An overview of how Beaird Harris integrates investment management, planning, and tax into one cohesive client experience.
- Ready to Connect?
