- 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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What We Do ⟶ Wealth Management ⟶ Estate Planning
Optimize and Protect Your Family’s Future.
A tailored estate plan review, integrated with the rest of your financial life.
Ranked No. 3 in the nation on CNBC’s Financial Advisor 100 for 2026, and named seven consecutive years.1
Estate Planning
Proactive Planning,
Not a One-Time Task
In the face of unforeseen events, how well prepared is your family? While it is a topic many shy away from, proactive planning is vital. An estate plan gives you peace of mind, ensuring your wishes are followed and your family’s future is secure.
At Beaird Harris, we cherish that notion, guiding you through a tailored estate plan review. The Beaird Harris WealthGuideSM planning process effectively integrates investment management, financial planning, estate planning, and risk management considerations.
Our strategies help you achieve your goals while minimizing income and estate taxes, avoiding unnecessary property transfer costs and delays, and preserving wealth for you and your beneficiaries.
As fiduciary advisors, our dedication is focused on your best interests. We do not draft estate planning documents, which helps keep our guidance impartial and works to reduce potential conflicts of interest. Any advice to update your plan stems from your circumstances, not from a financial incentive on our part.
The Review Process
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Personalized Approach
Your goals confirmed and your wishes clearly defined, from wealth transfer to guardianship and charitable giving.
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Team-Based Strategy
We work alongside your attorney, or recommend trusted counsel, and close the gaps between them.
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Tax-Efficient Planning
Federal, estate, and inheritance tax implications reviewed with your CPA, including IRAs and transfer tax.
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Strategic Implementation
Assets titled according to your intentions and beneficiary designations brought current.
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Periodic Reviews
Revisited every few years, or at any significant life event or change in the tax law.
How We Can Help
Where an estate plan review typically goes, depending on what your documents already do.
- Estate Structure & Strategy Review
- Guardianship Designations
- Charitable Vehicle Analysis
- Probate Cost & Delay Review
- Estate Administration Support
- Asset Titling Coordination
- Gifting Strategies
- Trust & Estate Tax Coordination
- Wealth Transfer Planning
- Attorney Coordination
- Beneficiary & Estate Coordination
- Philanthropic Planning
- Family Limited Partnerships
- Multigenerational Family Meetings
- Periodic Plan Review
Common Findings
What a Review Usually Turns Up
None of these are exotic. They are what we find in plans that were drafted well and then left alone.
Assets Outside the Plan
An account titled in one name can bypass a carefully drafted trust entirely, sending assets somewhere the documents never intended.
Beneficiaries That Override
Designations that predate a marriage, a divorce, or a child, quietly taking precedence over the will.
An Unfunded Trust
A revocable trust only works as intended if it is actually funded. Many are signed and then never transferred into.
Avoidable Transfer Cost
Titling and gifting decisions made without tax modeling often cost more than the plan was meant to save.
Heirs Who Have Never Seen It
The next generation inherits confusion along with the assets, having never met the advisor or read the plan.
- 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.
Related Services
Retirement feasibility, cash flow, and the decisions that shape both.
Evidence-based, globally diversified, tax-efficient portfolios.
Objective coverage review and asset protection strategies.
Planning and preparation through our CPA affiliate.
1 Beaird Harris Wealth Management, LLC was ranked No. 3 on the 2026 CNBC Financial Advisor 100 list, published October 8, 2026, and based on data reported in Beaird Harris Wealth Management’s Form ADV on file with the SEC as of that date. The ranking was created by CNBC, an unaffiliated third party, and tabulated by its data partner, AccuPoint Solutions. The ranking is not an evaluation of investment performance or of any client’s experience, and should not be construed as a guarantee of future results or as an endorsement by any client. Beaird Harris Wealth Management paid no fee to be considered for or included in this ranking, and paid a $4,000 licensing fee for the right to use the CNBC Financial Advisor 100 logo in its marketing materials. CNBC’s full methodology is available at cnbc.com.
Wealth management services are provided by Beaird Harris Wealth Management, LLC, a Registered Investment Advisor registered with the SEC. Beaird Harris does not serve as an attorney or insurance agent, does not prepare legal documents, and does not sell insurance products. Please see Important Disclosures.
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