COVID-19 Update: Beaird Harris has shifted a significant number of our team members to work remotely.
We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.
Beaird Harris will be closed Wednesday, November 23rd (at noon) through Friday, November 25th in observance of the Thanksgiving holiday.
We’ll reopen on Monday, November 28th at 8:30am.
Beaird Harris will be closed Friday, December 2nd for our annual Christmas celebration. We will reopen on Monday, December 5th at 8:30am.
Beaird Harris will be closed Monday, January 2nd in observance of the New Year.
Long hours, late nights. You’ve worked tirelessly to achieve success. Unfortunately, that often means little time to plan for your own financial security and that of your family. At Beaird Harris, our fundamental goal is to help bring clarity, focus and simplicity to your complex, multi-faceted financial life. We’re committed to an unwavering set of fiduciary principles that mandate always ensuring your needs come first.
No matter where you are in life – just starting out, in your peak earning years, approaching retirement, addressing your legacy or preparing for a major life change – our holistic Beaird Harris WealthGuideSM planning process is designed to help prioritize your short- and long-term goals (needs, wants and wishes) and align individual strategies to help achieve them.
Deploying the latest tools and relying on decades of practical experience, we’ll not only work with you to build your vision of an ideal future, we’ll provide continuous guidance and oversight to keep you on track while efficiently integrating your planning, investment and tax decisions.
Cash Flow Management
Tax & Accounting Services provided by Beaird Harris, PLLC.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, LLC.
We’ll help you get started and learn more about Beaird Harris.