- 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 ⟶ Second Opinion
Would You Build Your Portfolio the Same Way Today?
Markets change. Life evolves. Portfolios do not always keep up.
What We Do ⟶ Wealth Management ⟶ Second Opinion
Would You Build Your Portfolio the Same Way Today?
Markets change. Life evolves. Portfolios do not always keep up.
Ranked No. 3 in the nation on CNBC’s Financial Advisor 100 for 2026, and named seven consecutive years.1
Second Opinion
What Is a Second Opinion?
Most people cannot say, with confidence, what their portfolio costs them each year, how much of it overlaps, or how much of their return is going to taxes that could have been deferred or avoided. That is not a failure of intelligence. It is a failure of disclosure.
A second opinion is a review, not a pitch. It is an independent look at your investment portfolio: not just how it has performed, but how it is structured, how decisions are made, and whether it continues to support your broader goals.
You have made thoughtful decisions over time, and that matters. But as markets shift and priorities change, it is worth stepping back to evaluate whether your current strategy still aligns with where you are headed. Our role is to provide an objective, independent perspective, helping you identify gaps, uncover opportunities, and bring greater coordination to your investment approach when it is needed.
As an independent, fee-only fiduciary, our responsibility is straightforward: to provide advice aligned with your best interest, without the influence of commissions or proprietary products.
Sometimes the answer is that your current arrangement is sound and you should stay put. We are comfortable saying that, because we are fee-only and are not paid to move your assets.
In many cases, the value is not in identifying what is wrong, but in clarifying what could be improved, simplified, or better aligned.
You have made thoughtful decisions over time, and that matters. But as markets shift and priorities change, it is worth stepping back to evaluate whether your current strategy still aligns with where you are headed. Our role is to provide an objective, independent perspective, helping you identify gaps, uncover opportunities, and bring greater coordination to your investment approach when it is needed.
As an independent, fee-only fiduciary, our responsibility is straightforward: to provide advice aligned with your best interest, without the influence of commissions or proprietary products.
Sometimes the answer is that your current arrangement is sound and you should stay put. We are comfortable saying that, because we are fee-only and are not paid to move your assets.
In many cases, the value is not in identifying what is wrong, but in clarifying what could be improved, simplified, or better aligned.
What We Look At
Understanding How It Actually Works
We approach your portfolio the same way you would approach any important system, by understanding how it actually works. We will typically review:
- How your portfolio is allocated, and whether it reflects intentional diversification
- The level of risk you are taking relative to your stage of life and goals
- The specific investments you own and how they are being used
- What you are paying, including both visible and underlying costs
- How decisions are made, including rebalancing and ongoing oversight
- Whether a clear, consistent investment philosophy guides the portfolio
Where appropriate, we may also point out areas where greater coordination across planning, tax, risk, or estate considerations could improve the overall outcome.
Investment Leadership
Tra Sullivan, CFA, CFP®
Partner | Chief Investment Officer
Our Investment Committee sits at the helm of investment management at Beaird Harris, responsible for the firm’s investment philosophy and process, asset allocation, investment selection, ongoing due diligence, and implementation. Tra helps lead that work.
A second opinion is not run through a template. Your review is performed by a Beaird Harris wealth manager, grounded in the same philosophy and process the committee sets for our own client portfolios.
Who This Is For
Increasing Complexity, Fewer Clear Answers
This process is most valuable for individuals and families navigating increasing financial complexity. Some version of one of these is usually true:
- Your assets are spread across several accounts, advisors, or old employer plans, and nobody looks at them as one picture
- Retirement is within a decade and you have never seen how your withdrawals would actually be sequenced
- A liquidity event is coming or has already happened: a business sale, an inheritance, or a vesting schedule
- You have never been shown your total cost, and asking has not produced a clear number
- Investment decisions get made first and the tax consequences get discovered later
- You are carrying a concentrated position and have never been shown the cost of diversifying out of it
There is typically not a single triggering event, just a growing sense that it may be time to take a more deliberate look.
What Happens Next
Four Steps, No Obligation
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A Short Conversation
We start with a brief call to understand your situation and what prompted the question. If a review will not tell you anything useful, we will say so here.
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You Share Statements
Recent statements for the accounts you want reviewed. Nothing is moved, and nothing is opened.
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We Do the Analysis
A Beaird Harris wealth manager reviews cost, diversification, tax treatment, and risk against the goals you described.
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We Walk Through It, Together
A plain-language review of what we found, including what looks sound. The analysis is yours to keep either way.
There is no cost for the review, though we hope you will consider an engagement with Beaird Harris thereafter.
Related Services
Retirement feasibility, cash flow, and the decisions that shape both.
Objective coverage review and asset protection strategies.
Structure, titling, beneficiaries, and wealth transfer.
Planning and preparation through our CPA affiliate.
1 Beaird Harris Wealth Management, LLC was ranked No. 3 on the 2026 CNBC Financial Advisor 100 list, published October 8, 2026, and based on data reported in Beaird Harris Wealth Management’s Form ADV on file with the SEC as of that date. The ranking was created by CNBC, an unaffiliated third party, and tabulated by its data partner, AccuPoint Solutions. The ranking is not an evaluation of investment performance or of any client’s experience, and should not be construed as a guarantee of future results or as an endorsement by any client. Beaird Harris Wealth Management paid no fee to be considered for or included in this ranking, and paid a $4,000 licensing fee for the right to use the CNBC Financial Advisor 100 logo in its marketing materials. CNBC’s full methodology is available at cnbc.com.
A second opinion review is provided at no cost and does not constitute an engagement for advisory services. Wealth management services are provided by Beaird Harris Wealth Management, LLC, a Registered Investment Advisor registered with the SEC. Please see Important Disclosures.
