From structuring the repayment of college debt to financing a home and beginning to save for retirement, young business leaders face a host of challenges and a litany of important decisions as you begin your career and family journey. For a select group of high-income earners with the capacity to accumulate significant wealth, Beaird Harris offers an exclusive Young Professionals Program designed to help you hit the ground running. We understand the unique earning, spending and savings patterns of young professionals and use that expertise to help you make smart business decisions early on, so you can efficiently build sustainable wealth while managing taxes and debt.
Beaird Harris’s Young Professionals Program is a practical option for young professionals who are committed to saving a minimum of $8,000 per month.
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.
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.
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."
We’ll help you get started and learn more about Beaird Harris.
12221 Merit Drive, Suite 750
Dallas, TX 75251
Phone: (972) 503-1040
Fax: (972) 503-1120
You don't get just one advisor - you get our whole team!
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