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.
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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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.
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.
In 1988, Pat Beaird and Don Harris joined forces to create a different kind of CPA firm. Listen to what your clients need. Talk to your clients about taxes in ways they can understand. Charge a fair fee. Provide proactive service and unmatched integrity. From day one, these values shaped the vision and focus of Beaird Harris, and they continue to serve as guiding principles in all that we do.
Over the years, Beaird Harris has become recognized as one of Dallas-Fort Worth’s most distinguished Certified Public Accounting firms. We approach every client engagement with a commitment to quality, communication and the assurance of receiving value through every interaction. It is this commitment to excellence that has brought steady growth and long-term professional relationships to our firm for the past almost 30 years.
Beaird Harris is well qualified to assist with your tax, accounting and business needs, as well as a host of other financial services. Beaird Harris’ steady growth and commitment to client service led to the creation of Beaird Harris Wealth Management, LLC in 1996.
Beaird Harris Wealth Management, LLC is an independent fee-only Registered Investment Advisor providing financial planning and investment advisory services in a fiduciary capacity. Recognized by both local and national publications such as CPA Wealth Provider, Medical Economics, Wealth Manager, Financial Advisor, Dallas Business Journal, and D Magazine as one of the nation’s leading wealth management firms; Beaird Harris Wealth Managementf, LLC strives to help people turn their financial dreams into reality. (Please see Important Disclosures.)
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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