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Individuals & Families

Simplifying Your Financial Life

Your financial life has many moving parts – competing goals, short-term needs that undermine long-term objectives, and the constant uncertainty of shifting markets and ever-changing tax regulations. At Beaird Harris, our integrated approach to tax and wealth management has one and only one principal objective: to bring order to all the financial turbulence around you, allowing you to feel more confident and focus on the things in life that matter most.

While our roots are firmly established in the detail and discipline of a CPA firm, we recognize that tax management is inextricably linked and woven into the fabric of your financial planning and wealth management picture. Although our tax and wealth management practices are separate and autonomous entities – each with their own clients – all of our clients benefit from the knowledge-sharing that comes with such close association and collaborative expertise.

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

The best way to avoid paying unnecessary taxes is to start with a smart plan. Reach out today to learn more about how we can help you manage and prepare your finances for a smooth, stress free tax season.

Investment Management

Our investment approach is rooted in decades of Nobel Prize-winning academic research. Rather than trying to beat the market, we harness its power to help you accomplish your financial goals.

Financial Planning

With one eye on your financial picture, we model a variety of scenarios to help you understand how different decisions impact each other. Our goal is to help bring you peace of mind, so you can enjoy the life you've worked so hard to build.

Family Office Services

We’ll design a plan to structure and guide the ongoing management of family assets using trusts and other strategies to minimize the impact of estate taxes and help ensure your wishes are met.

Tax & Accounting Services provided by Beaird Harris & Co., P.C.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, Inc.

How We Work With You

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

The best way to avoid paying unnecessary taxes is to start with a smart plan. Reach out today to learn more about how we can help you manage and prepare your finances for a smooth, stress free tax season.

Our investment approach is rooted in decades of Nobel Prize-winning academic research.  Rather than trying to beat the market, we harness its power to help you accomplish your financial goals.

Our holistic approach takes into account all aspects of your financial life. We’ll help you understand which levers to pull, while using your investments as one of many tools to help you reach financial freedom.

We’ll design a plan to structure and guide the ongoing management of family assets using trusts and other strategies to minimize the impact of estate taxes and help ensure your wishes are met.

Tax & Accounting Services provided by Beaird Harris & Co., P.C.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, Inc.

"We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution."

Pat Beaird, Managing Shareholder
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We’ll help you get started and learn more about Beaird Harris.

A Reflection of Our Hard Work

Over the years Beaird Harris has regularly received local and national awards and recognition. We consider this a reflection of our hard work and persistence to provide the best service and value to you, our clients.