Tax + Wealth Management
for New Doctors

Helping new white coats get into the black.

We work with practices of all sizes and specialties from sole practitioners to large medical groups.

Eight years of undergraduate and medical school…three or more years of residency…and for many of you a sea of debt that can dramatically impact your ability to build wealth despite healthy earnings. As a New Doctor, you face a host of challenges and a litany of important questions when it comes to securing your financial future.

  • Will you work for someone else, start your own practice or buy-in to an existing practice?
  • How will you finance a buy-in or necessary equipment purchases?
  • Are you going to be an employee or an independent contractor?
  • Do you need to set up an entity for asset protection?
  • How much liability protection will you need?

At Beaird Harris, we understand doctors’ unique earning, spending and savings patterns across different specialties and age groups, and use that expertise to design integrated tax strategies and financial plans intended to efficiently build sustainable income and wealth while mitigating potential outside threats using vital risk management strategies.

And over time, as your practice evolves, we’re here to help address a multitude of wealth management concerns including:

  • What retirement plan will you adopt?
  • How much can you afford to set aside each month?
  • What’s the most efficient way to reduce your debt burden?
  • Which risk management strategies will best meet your particular needs?

Rather than selling you the latest can’t-miss stock or high risk strategy, we prefer building relationships focused on achieving your long-term goals. Just call it our own version of long-term care.

Beaird Harris’s New Doctor Program is a practical option for physician clients who are committed to saving a minimum of $8,000 per month.


How We Work With You

Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.

Tax, Accounting, Business Consulting & Business Advisory Services provided by Beaird Harris, PLLC.
Wealth Management, Investment Management, Financial Planning, Risk Management & Estate Planning Services provided by Beaird Harris Wealth Management, LLC.

Pursuing a Better Investment Experience

This brochure features 10 principles that can help investors effectively target long-term wealth in the capital markets.

Let's Talk

Curious to see if we’re a good fit? 

Schedule a complimentary call today. We’ll help you get started and learn more about Beaird Harris.