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.

Young Professionals Program

The Road to Firm Financial Footing

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.

  • How do you effectively and tax efficiently maximize your retirement savings?
  • 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?

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.

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, 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.

Pat Beaird, Managing Partner
schedule call

Schedule a complimentary call today.

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