- Our Team
-
-
-
Meet the Team
At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.
-
-
-
What We Do ⟶ Wealth Management
Wealth Management, Integrated With Tax.
Fee-only, fiduciary planning through the Beaird Harris WealthGuideSM process.
What We Do ⟶ Wealth Management
Wealth Management, Integrated With Tax.
Fee-only, fiduciary planning through the Beaird Harris WealthGuideSM process.
As seen in
As seen in
Wealth Management
Building, Managing, and Preserving With Intention
The financial lives of high-net-worth individuals and families can be complicated. We specialize in working with clients who are focused on building, managing, and preserving wealth with intention.
Whether you are early in your wealth journey or managing significant assets, we provide proactive wealth management strategies tailored to your stage of life through our Beaird Harris WealthGuideSM planning process.
Who We Work With
Two stages of the same journey, served by one process.
High-Net-Worth Individuals & Families
Often in their peak career or retirement years, these clients have accumulated significant assets and are now focused on sustaining, protecting, and transferring their wealth.
- Typically a $1M+ investment portfolio
- Established wealth with complex planning needs
- Business owners, physicians, executives, and entrepreneurs
- Require coordinated tax and estate planning
- Value integrated planning across all finances
High-Income Young Professionals
Driven and goal-oriented, these clients are in the growth phase of their financial journey, balancing career advancement, family priorities, and early-stage wealth building.
- Managing growing income, debt, and competing priorities
- Often physicians, attorneys, or entrepreneurs
- Balancing business opportunities with long-term planning
- Seeking advice that adapts as complexity increases
Our wealth management relationships typically begin at $1 million in investable assets. If you are earlier in the journey, our Young Professionals Program is built for high earners still building toward it.
It is often said that people spend more time planning their summer road trips than they do planning for their financial future. Like any good road trip, your path may take you in any number of directions. WealthGuideSM is the roadmap.
What makes Beaird Harris unique is our ability to manage multiple goals at once. Success depends on efficiently integrating your investment management, financial planning, risk management, and estate planning decisions. That integration is the foundation of the process.
- Retirement Feasibility Analysis
- Cash Flow Modeling
- Social Security Optimization
- Medicare Planning
- Required Minimum Distributions
- Pension Maximization
- Education Planning
- Asset Allocation
- Asset Location
- Evidence-Based Philosophy
- Globally Diversified Portfolios
- Structured Asset Class Portfolios
- Low-Cost & Tax-Efficient
- Risk Return Analysis
- Concentrated Position Analysis
- Stock Option Analysis
- Insurance Review
- Life, Disability & Long-Term Care
- Home, Auto & Umbrella
- Professional Liability
- Alignment With Employee Benefits
- Asset Protection Strategies
- Estate Structure & Strategy Review
- Asset Titling Coordination
- Beneficiary & Estate Coordination
- Philanthropic Planning
- Gifting Strategies
- Multigenerational Family Meetings
- Estate Administration Support
- Wealth Transfer
- Tax Planning & Strategy
- Tax Return Preparation
- Federal Income Tax
- State & Local Tax
- Trust & Estate Tax
- Corporate Tax
- Family Limited Partnerships
1 While it is not required to use both firms, many clients value the simplicity of working with a single enterprise to integrate wealth management and tax. The scope of services depends upon the terms of the engagement and the specific requests and needs of the client. Beaird Harris does not serve as an attorney or insurance agent, does not prepare legal documents, and does not sell insurance products. If engaged to do so, Beaird Harris Wealth Management, LLC can provide tax preparation services through our CPA affiliate, Beaird Harris, PLLC, subject to a separate engagement and fee.
Under One Roof
The Advantage of Adding Tax
Our tax and wealth management practices are separate firms, each with their own clients, and many clients choose to work with both.
When they do, the two teams share what they know, and every part of your financial life is connected into one plan.
When they do, the two teams share what they know, and every part of your financial life is connected into one plan.
Decisions Get
Looked at Twice
When something carries real tax consequence, a large gain, a concentrated position, an equity exercise, or a significant gift, the tax team weighs in before it happens rather than after.
Nothing Falls
Between Advisors
No forwarding statements to a CPA who has never seen the plan, and no waiting for two firms to find time for the same conversation.
Tax Efficiency
Is Built In
Asset location, harvesting, and the treatment of concentrated positions are handled with the actual return in view, not estimated from the outside.
One Relationship,
One Standard
The same team, the same records, and the same understanding of your circumstances year over year.
Engaging both firms is not required. Tax and accounting services are provided by Beaird Harris, PLLC under a separate engagement and fee.
Why Choose Beaird Harris
What You Can Count On
We have spent decades helping successful individuals, families, and business owners navigate complex financial decisions, providing the clarity and confidence needed to move forward with purpose.
Our team delivers sophisticated planning with a personal, relationship-driven approach, and the responsive communication that keeps you ahead as your financial life evolves.
Objective, Fiduciary Advice
We are a fiduciary advisor, acting in your best interests. We do not sell financial products and are not paid commissions.
Practical Guidance
We are fee-only. Our compensation comes solely from our clients, which keeps our advice objective and aligned with your goals.
Integrated Planning
We take a holistic view and offer services many advisors do not, including tax planning, risk management, and estate planning.
Long-Term Relationships
We provide ongoing guidance as decisions arise, not just during scheduled meetings, so you are supported over time.
National Recognition
Ranked Among the Country’s Top Advisory Firms
Beaird Harris has been named to CNBC’s Financial Advisor 100 seven consecutive years, most recently at No. 3 nationally.2
No. 3
Financial Advisor 100, 2026
Named Six Consecutive Years
- 2026
- 2025
- 2024
- 2023
- 2022
- 2021
- 2020
2 Beaird Harris Wealth Management, LLC was ranked No. 3 on the 2026 CNBC Financial Advisor 100 list, published October 8, 2026, and based on data reported in Beaird Harris Wealth Management’s Form ADV on file with the SEC as of that date. The ranking was created by CNBC, an unaffiliated third party, and tabulated by its data partner, AccuPoint Solutions. The ranking is not an evaluation of investment performance or of any client’s experience, and should not be construed as a guarantee of future results or as an endorsement by any client. Beaird Harris Wealth Management paid no fee to be considered for or included in this ranking, and paid a $4,000 licensing fee for the right to use the CNBC Financial Advisor 100 logo in its marketing materials. CNBC’s full methodology is available at cnbc.com.
Our Advisors
Meet Our Wealth Management
Advisor Team
You get our whole team. Our culture is built around teams, because letting people do the work they love and are trained to do raises the level of knowledge, specialization, and responsiveness you receive.
Practice Area
- Tax Services
- Outsourced Accounting
- Wealth Management
- Insights
Insights & Resources
From the Blog
Nov 2026
2027 Tax Numbers Are Out: What They Mean for Your Planning
Nov 2026
Beaird Harris Named to The Dallas Morning News’ 2026 Top Workplaces
Oct 2026
Beaird Harris Named a Top Wealth Manager in Dallas by D Magazine for 2026
Oct 2026
Ginnie Baker Named to D Magazine’s Best Financial Planners in Dallas List for 2026
View all posts →
WealthGuideSM Newsletter
Quarterly Market Review
Our quarterly market commentary on current conditions, investment principles, and what to watch next.
Brochure
Integrated Wealth Management + Tax Planning
An overview of how Beaird Harris integrates investment management, planning, and tax into one cohesive client experience.
Already Working With Someone?
Get a Second Opinion on Your Portfolio
A review of cost, overlap, risk, and tax efficiency. No cost, no obligation, and no pitch.
Explore Wealth Management
Retirement feasibility, cash flow, Social Security, and education planning.
Evidence-based, globally diversified, low-cost and tax-efficient portfolios.
Insurance review and asset protection aligned with your plan.
Structure, titling, beneficiaries, gifting, and wealth transfer.
Wealth management services are provided by Beaird Harris Wealth Management, LLC, a Registered Investment Advisor registered with the SEC. Tax and accounting services are provided by Beaird Harris, PLLC, a Certified Public Accounting firm. Please see Important Disclosures.
- Ready to Connect?
