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 on Friday, July 3rd in observance of the Independence Day holiday.
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.
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.
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.
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.
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.
Tax & Accounting Services provided by Beaird Harris, PLLC.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, LLC.
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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