Our Guiding Principles

A Vigilant Advocate for Your Best Interests

We have a unique approach, one that stands out from the crowd by virtue of our client relationships, our personalized strategies, and a solid academic foundation that leads to real-world solutions. Everyone at Beaird Harris is responsible for alleviating concerns, avoiding mistakes, finding a deeper understanding, and, most important, helping clients flourish.

It’s the essence of being a fiduciary – dedicating ourselves to always putting the best interests of our clients ahead of our own. At Beaird Harris, those are far more than words, they are the beacon that allow us to effectively navigate complex tax regulations and turbulent economic waters to keep you moving in the right direction. They are the principles that both our tax and financial advisory firms are built on, and the principles that continue to guide our mission, vision, values and culture.

Our mission is to simplify the complex and instill confidence by delivering the highest quality, integrated tax and wealth management services to financially established individuals, families, businesses and healthcare professionals. We are committed to:

  • Adhering to the highest fiduciary standards of integrity and care
  • Applying academic research, hands-on expertise and best practices to mitigate risk
  • Working in close collaboration to simplify the tax, financial planning and investment processes
  • Providing you with clarity, energy and momentum toward attaining your business and personal financial goals
  • Helping you minimize taxes and effectively navigate complex tax regulations
  • Helping you maximize your personal assets and reduce your overall financial stress

Through trusted counsel and a relentless work ethic, we will empower generations of individuals, families and businesses to help build and retain wealth, mitigate taxes, simplify their financial lives and achieve greater peace of mind.

At Beaird Harris, YOU are our top priority. We take our fiduciary duty seriously, and therefore are uncompromising when it comes to the character and integrity of each and every team member. We demand much from ourselves in order to always earn the trust you’ve placed in us, and insist that every relationship be built on four essential cornerstone values:


  • We do the right thing, no matter what the cost
  • We always deliver on our promises
  • We always tell our clients (and each other) the truth


  • We each do whatever is needed to get the job done
  • We acknowledge errors when they occur and make them right
  • We give deference to one another’s unique abilities


  • We will settle for no less than our very best in the work we do
  • We are passionate about the continual pursuit of truth and knowledge
  • We are committed to collaboration with other experts to deliver the best possible solutions


  • We are careful to listen and understand the deeper issues each client faces
  • We care about how solutions affect all dimensions of our clients’ lives
  • We extend kindness and compassion to all we serve

At Beaird Harris, our culture is a direct reflection of you, our clients. Every action we take, every capability we build and every skill we develop is the result of listening intently to your stories, your dreams, and your goals.

We seek out the best and the brightest team players and empower them to use their intellect, insights and empathy to foster a culture where INTEGRITY is the fulcrum that propels our business. Unlike many competitors, ours is a culture of collaboration rather than competition. Here, you’re a client of our entire firm (not just a single adviser) with a deep team of knowledgeable experts on your side.

We’re devoted to the rare union of insightful expertise and competency, combined with the clarity that can only be gained through integrated tax and financial planning. It’s a culture of trust and service excellence in which we take tremendous pride.

Our Videos

Short Videos That Introduce You To Our Team, Our Philosophy And The Beaird Harris Story.

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The Art of Integration
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A Firm For The Ages
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The Two Pockets Of Philanthropy

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Schedule a complimentary call today. We’ll help you get started and learn more about Beaird Harris.