- Who We Serve
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Who We Serve
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.
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- What We Do
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How We Work With You
Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.Tax Services
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- About Us
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About Us
Today, our size allows us to provide the depth of services and technical skills to meet the myriad of tax and financial challenges you or your business may encounter, yet we remain small enough to maintain close relationships with our clients to help them achieve their financial goals.
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- Insights
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Insights
Explore timely insights, practical resources, and firm updates designed to keep you informed and empowered year round. From expert articles and key deadlines to national recognition and planning tools.Download our latest brochure Integrated Wealth Management + Tax Planning ↗
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- 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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- Careers
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Careers
This is a place where integrity is the fulcrum that propels our business and our people. Where collaborative care infuses everything we do. And where you’ll be inspired each and every day to invest your whole self into the vital work you’re doing.
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Investment Management
Investment Management
What We Do ⟶ Investment Management
A Disciplined, Evidence-Based Approach to Investing
Investment management is not about reacting to markets or chasing short-term opportunities. It is about making decisions within a consistent framework, grounded in evidence and aligned with long-term objectives.
Many of the clients we serve have built meaningful wealth, but their financial lives have become more complex. The question is no longer just how to invest, but whether those investments are aligned with taxes, planning decisions, and long-term goals.
At Beaird Harris, we follow an evidence-based approach. Rather than relying on forecasts, market timing, or attempts to select outperforming securities, our process is informed by decades of academic research and observed market behavior.
Our focus is on risk, cost, tax impact, and long-term outcomes.
How We Think About Investing
1
MARKETS
ARE REMARKABLY
EFFICIENT
The likelihood of consistently “beating the market” is unlikely.
2
ASSET
ALLOCATION
IS CRITICAL
The right mix of equities, fixed income, and alternatives can make all of the difference between investment success and failure.
3
MARKETS
ARE
UNPREDICTABLE
We avoid market timing because it adds speculative risk, excessive costs, and needless tax.
4
BROAD
DIVERSIFICATION
IS VITAL
We build portfolios designed to maximize long-term return while controlling risk.
5
TAKE A
GLOBAL
APPROACH
A globally diversified portfolio is key to capturing returns across all markets.
6
MAXIMIZE
TAX
EFFICIENCY
Our goal is to employ multiple strategies to assure maximum tax efficiency and minimize needless tax.
7
ELIMINATE
EXCESSIVE
COSTS
The only thing guaranteed in investing is that you will keep more if you spend less.
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SYSTEMATICALLY
REBALANCE
Portfolio vigilance helps reduce risk and capture long-term market returns.
Second Opinion
A Second Opinion on Your
Investment Portfolio
You’ve made thoughtful decisions over time. This is an opportunity to step back and evaluate whether your current strategy still aligns with where you’re headed.
2025
Ranked #3
Top 100 Advisory Firms
A partner you can trust to help plan, invest and preserve your wealth.
2025
2024
2023
2022
2021
2020
CNBC’s Financial Advisor 100 is based on data analysis and editorial review, and assesses criteria such as assets under management, firm size and longevity, number of certified financial planners and regulatory records.
#3
Let's Talk
Looking for a fiduciary financial advisor to help you achieve your goals?
Schedule a complimentary call today. We’ll help you get started and learn more about Beaird Harris.