- Our Team
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Meet the Team
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.
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What We Do ⟶ Wealth Management ⟶ Financial Planning
Can I Actually Do This?
It is the question behind almost every financial plan.
We answer it with numbers, not just reassurance.
What We Do ⟶ Wealth Management ⟶ Financial Planning
Can I Actually Do This?
It is the question behind almost every financial plan.
We answer it with numbers, not just reassurance.
Ranked No. 3 in the nation on CNBC’s Financial Advisor 100 for 2026, and named seven consecutive years.1
Your life is not just about where you invest your money. While most people seek our guidance primarily for investment insights, they quickly realize the value we offer goes beyond that. It is about making the right choices across all financial areas, from investments and taxes to planning for retirement and ensuring future generations benefit from your legacy.
The Beaird Harris WealthGuideSM planning process effectively integrates investment management, financial planning, estate planning, and risk management considerations. Through our financial planning process, we help you identify and address the decisions you will need to make to maximize your retirement.
Whether you are just starting out, already retired, or somewhere in between, you benefit from a well-thought-out plan that helps you understand where you are today and creates a roadmap to get you where you want to be.
Our Approach
Your WealthGuideSM to a Fulfilling Future
Your financial journey is not just about numbers. It is about paving a path to a happy, healthy, and
meaningful life, with every facet of your financial life working in harmony.
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Needs, Wants, and Wishes
Navigating your financial future starts by understanding your aspirations. We sort your goals into three tiers, so every financial choice aligns with your real priorities.
02
See the Effect Before You Commit
Adjust retirement age, savings, or a specific goal and watch the outcome change in real time, so the plan stays responsive rather than static.
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What Are You Afraid Of?
We name the uncertainties directly: a market that turns at the wrong moment, a longer retirement than expected, a health event. Then we show what each would do to your plan.
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We Revisit It Every Year
Financial planning is not a one-and-done endeavor. We revisit annually, and at any significant life change, so the plan keeps up with you.
How We Can Help
The specific work a financial plan tends to involve.
- Retirement Feasibility Analysis
- Medicare Planning
- Education Planning
- Debt & Liquidity Strategy
- Cash Flow Modeling
- Required Minimum Distributions
- Charitable Giving Strategy
- Major Purchase Modeling
- Social Security Optimization
- Pension Maximization
- Equity Compensation Planning
- Annual Plan Review
Common Findings
What We Typically Uncover
None of these mean you have done anything wrong. They are simply what a plan looks like before anyone has modeled it end to end.
Retirement Date Depends
On Fragile Assumptions
The target date works on paper, but only if spending stays flat and markets cooperate in the first five years. Both assumptions are worth testing before you rely on them.
Social Security Claimed Too Early
A decision often made on timing rather than math, and one of the few that cannot be undone once the check starts arriving.
One Goal Crowding Out Another
Education funding, a second home, or supporting a parent, each reasonable alone, none of them modeled against the others.
More Risk Than the Plan Requires
We often find clients taking on more risk than is necessary to meet their retirement goals. Model the goal first and the required return is frequently lower than the one being pursued.
No Plan If a Spouse Passes Early
Pensions, Social Security, and the tax brackets a survivor files under all change at once. Most plans have never been run for the surviving spouse.
- Insights
Insights & Resources
From the Blog
Nov 2026
2027 Tax Numbers Are Out: What They Mean for Your Planning
Nov 2026
Beaird Harris Named to The Dallas Morning News’ 2026 Top Workplaces
Oct 2026
Beaird Harris Named a Top Wealth Manager in Dallas by D Magazine for 2026
Oct 2026
Ginnie Baker Named to D Magazine’s Best Financial Planners in Dallas List for 2026
View all posts →
WealthGuideSM Newsletter
Quarterly Market Review
Our quarterly market commentary on current conditions, investment principles, and what to watch next.
Brochure
Integrated Wealth Management + Tax Planning
An overview of how Beaird Harris integrates investment management, planning, and tax into one cohesive client experience.
Related Services
Evidence-based, globally diversified, tax-efficient portfolios.
Objective coverage review and asset protection strategies.
Structure, titling, beneficiaries, and wealth transfer.
Planning and preparation through our CPA affiliate.
A no-cost review of your current portfolio and plan.
1
Beaird Harris Wealth Management, LLC (“Beaird Harris”) was ranked No. 3 on the 2026 CNBC Financial Advisor 100 list, published October 8, 2026. CNBC, an unaffiliated third party, created the ranking with its data partner, AccuPoint Solutions. CNBC started with 41,578 registered investment advisory firms from the SEC’s regulatory database and narrowed that group to 1,015 firms. Those finalists completed surveys to confirm key details, and CNBC reviewed the entries editorially. AccuPoint then ranked the firms using its own weighted criteria. Those criteria include each firm’s regulatory and compliance record, years in business, total assets and accounts under management, number of advisors and employees, and number of states where the firm is registered. The ranking is based on SEC data and survey responses gathered in 2026. It does not evaluate investment performance or any client’s experience, and it is not a guarantee of future results or an endorsement by any client. Firms do not pay to be considered for or included in the ranking. After the rankings were determined, firms named to the list could choose to license the CNBC Financial Advisor 100 logo for their marketing. Beaird Harris chose to do so and paid a $4,000 licensing fee. CNBC’s full methodology is available at CNBC.com. Wealth management services are provided by Beaird Harris Wealth Management, LLC, a Registered Investment Advisor registered with the SEC. Beaird Harris does not serve as an attorney or insurance agent, does not prepare legal documents, and does not sell insurance products. Please see Important Disclosures.
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