- 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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Risk Management
Risk Management
What We Do ⟶ Risk Management
Protecting Your Future and Your Family
An unfortunate truth about life is that it can change in an instant; however, having the right insurance coverage and asset protection strategies in place can help mitigate the financial impact of unforeseen events. Individuals and families of substantial means often have specialized insurance requirements, encompassing estate considerations, business interests, valuable possessions such as personal watercraft, aviation, fine art, and jewelry, among others. Streamlining your policies can be intricate and demanding, both in time and resources.
Beaird Harris’ WealthGuideSM planning process effectively integrates investment management, financial planning, estate planning and risk management considerations. Through our risk management process, our advisors help you understand your current level of risk exposure and offer objective solutions to protect the vulnerable areas of your financial life.
Risk Management Process
- Comprehensive Review and Selection: Conduct a thorough insurance evaluation for you, your family, and your business, followed by policy selection and updates, if required.
- Alignment with Employer Benefits: Synchronize your personal insurance with employer-provided benefits to eliminate any gaps or overlaps.
- Beneficiary and Estate Coordination: Integrate your insurance policies with your estate goals and streamline beneficiary designations across insurance policies, retirement accounts, and annuities.
- Strengthen Asset Protection: Analyze and optimize your asset protection strategies to enhance safeguarding, especially in legal situations or claims.
Prioritizing Your Interests
As fiduciary fee-only advisors, our commitment is aligned with your best interests. Unlike some advisors, we don’t sell insurance, ensuring that our advice is devoid of any potential conflicts of interest. Our sole purpose in reviewing your insurance policies is to provide clear, objective recommendations tailored to your needs. With our guidance, you can be confident that any suggestions to update your policies are driven purely by what’s best for you, rather than any financial gain for us. Your well-being is our top priority, not our bottom line.
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.