Beaird Harris Ranks No. 32 in CNBC’s List of Top 100 Financial Advisory Firms for 2024
Beaird Harris is thrilled to announce that we have been ranked as No. 32 in CNBC’s annual list of “Top 100 Financial Advisory Firms of…
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.
Beaird Harris is thrilled to announce that we have been ranked as No. 32 in CNBC’s annual list of “Top 100 Financial Advisory Firms of…
As you consider your year-end charitable giving strategies – whether you want to support your favorite qualified charity or make an annual gift to your…
A Revocable Living Trust offers flexible estate planning benefits, including tax-efficient wealth transfer, enhanced control over asset distribution, protection from creditors, and privacy by avoiding…
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