3 Common Investing Mistakes
Many people start out managing their own investments. But as their earnings and assets grow, their financial needs and challenges become more complex—and continuing to…
At Beaird Harris, our succession plan ensures continuity and stability for our valued clients while recognizing exceptional talent within our team. As Paula Allgood, Managing Partner of our public accounting practice, highlights, “Our partner opportunity is mutually beneficial, attracting top talent and providing clients with continuity and assurance.” Through a rigorous selection process, we welcome deserving senior team members to our partner group, aligning their interests with the firm’s long-term success. This commitment to excellence ensures we continue to deliver unparalleled service and value, paving the way for a steadfast and successful future.
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. Beaird Harris offers tax, accounting, business advisory, investment management, financial planning, and retirement plan services.
Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution.
Beaird Harris, PLLC is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, LLC is a Registered Investment Advisor with the SEC.
Many people start out managing their own investments. But as their earnings and assets grow, their financial needs and challenges become more complex—and continuing to…
Beaird Harris Named to Dallas Business Journal’s 2024 List of “Top 100 Money Managers.”
Get ahead of tax season with our comprehensive checklist! From organizing individual documents to business deadlines, streamline your tax filing process for 2024 with Beaird…
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