New Doctor Program


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 Advisory Services provided by Beaird Harris, PLLC.
Investment Management, Financial Planning & Retirement Plan Services provided by Beaird Harris Wealth Management, LLC.

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.

Tax Services

We’re keenly attuned to the intricacies and opportunities that come with increasing income and complexity.  You can rely on our insight, analysis and expertise when it comes to tax mitigation strategies and structures to preserve your assets – all delivered without the typical accountant-speak. 

Accounting Services

Let us simplify the day-to-day tasks associated with running your business, so you have more time to focus on business development, relationship management and delivering excellent customer service. We’re a leading provider of accounting services to small- and mid-sized firms spanning a wide range of industries.

Business Consulting

We’re invested in your continued success. Beaird Harris can serve as your trusted business advisor, providing expert analysis and consulting to help you grow your business and streamline your operations. We work with many business owners and provide an array of consulting services.

Investment Management

We employ a disciplined scientific investment strategy born out of Nobel Prize winning academic research focused on broad global diversification, sound asset allocation principles and a goal of assuming the least amount of investment risk required to successfully achieve your objectives.

Financial Planning

Deploying the latest tools and relying on decades of practical experience, we’ll work with you to build your vision of an ideal future, and provide continuous guidance and oversight to keep you on track while efficiently integrating your planning, investment and tax decisions.

Family Office Services

We provide fully-integrated tax and financial strategies that include bill payment and other support services; we’re also able to help you prepare future generations for the challenges and opportunities associated with inheriting a considerable amount of wealth.

Retirement Plan Services

We understand business owners face an exponential number of time-consuming challenges. If you’re looking to start a retirement plan we can help in all areas from plan design coordination to investment performance reporting.

New Doctor Program

Helping new White Coats get into the black, 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.

Pursuing a Better Investment Experience

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

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Schedule a complimentary call today.

We’ll help you get started and learn more about Beaird Harris.