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Beaird Harris Among America’s Top Registered Investment Advisors
Beaird Harris has been ranked as one of Financial Advisor Magazine’s 2024 America’s Top RIAs!
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 has been ranked as one of Financial Advisor Magazine’s 2024 America’s Top RIAs!
In times of high inflation, managing lifestyle creep is crucial to maintaining financial stability and achieving long-term financial goals.
Whether you’ve been investing for decades or are just getting started, at some point you’ll likely ask yourself some fundamental questions. The 10 listed here…
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