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Beaird Harris

Beaird Harris WealthGuideSM Planning Process
A Planning Process that Adapts to You, Not the Other Way Around

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 Beaird Harris WealthGuideSM planning process aligns your most cherished goals with personalized strategies to help you achieve financial peace of mind.

Your Roadmap to Financial
Peace of Mind

It’s often said that people spend more time planning their summer road trips than they do planning for their financial future. And, like any good road trip, your path to financial success may take you in any number of directions. Our Beaird Harris WealthGuideSM planning process will serve as the roadmap to help get you to your ideal retirement.

What makes Beaird Harris unique is our ability to manage multiple goals for the benefit of our clients. The success on your journey towards retirement depends on efficiently integrating your investment management, financial planning, risk management and estate planning decisions. It’s the integration of these critical components that form the foundation of our Beaird Harris WealthGuideSM planning process.

Financial Planning

  • Retirement Feasibility Analysis
  • Cash Flow Modeling
  • Social Security Optimization
  • Medicare Planning
  • Required Minimum Distributions
  • Pension Maximization
  • Education Planning

Investment Management

  • 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

Risk Management

  • Insurance Review
  • Life, Disability & Long-Term Care
  • Home, Auto & Umbrella
  • Professional Liability
  • Alignment with Employee Benefits
  • Asset Protection Strategies

Estate Planning

  • Estate Structure & Strategy Review
  • Asset Titling Coordination
  • Beneficiary & Estate Coordination
  • Philanthropic Planning
  • Gifting Strategies
  • Multigenerational Family Meetings
  • Estate Administration Support
  • Wealth Transfer

Tax Planning & Preparation*

  • Tax Planning & Strategy
  • Tax Return Preparation
  • Federal Income Tax
  • State & Local Tax
  • Trust & Estate Tax
  • Corporate Tax
  • Family Limited Partnerships

*While it is not required to use both firms, many value the simplicity of working with a single enterprise to integrate wealth management and tax for a fully coordinated solution. The scope of services provided 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. Beaird Harris does not prepare legal documents, nor does it sell insurance products. If the client engages us 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.
First We Listen
  • Summarize what’s most important to you
  • Clarify, organize, and prioritize your goals & objectives
We Review Your Current
Situation & Portfolio
  • Organize & analyze existing investment portfolio
  • Assess current financial situation
  • Assess risk management & asset protection strategies
  • Identify opportunities
We Create a Plan
  • Calculate retirement needs assessment
  • Complete personal risk assessment
  • Develop wealth accumulation distribution strategy
  • Develop risk management and asset protection strategy
  • Develop an estate planning and asset transfer strategy
  • Deliver plan & portfolio recommendations
We Implement & Coordinate
  • Execute financial planning strategies Implement asset allocation strategy
  • Coordinate risk management, asset protection & estate planning strategies
We Communicate,
Monitor & Adjust
  • Re-evaluate portfolio & confirm or update investment strategy
  • Re-assess what’s important, review progress & update plan as needed
First, We Listen

First, through our discovery process, we listen. Our goal during this step is to deeply understand what is most important to you and your family. This will help us ensure that your financial strategies are aligned with your aspirations.

We Review Your Current
Situation & Portfolio

Moving forward, we'll review your current situation. This entails a comprehensive analysis of your existing financial landscape, allowing us to discern your current position and highlight potential financial planning opportunities.

We Create a Plan

With this foundation, we'll create a financial plan, a roadmap that illustrates your retirement needs, risk assessments, and strategies that address both accumulation and distribution, while safeguarding your assets.

We Implement & Coordinate

Once crafted, we'll help implement and coordinate your plan, ensuring each facet is executed and in alignment with other elements like risk management and estate planning. However, our commitment doesn't end there.

We Communicate,
Monitor & Adjust

We'll monitor your plan regularly and make adjustments when necessary, making sure that as your life evolves, your financial strategies adapt, ensuring your investments and plan are always in harmony with your goals.

First We Listen
  • Summarize what’s most important to you
  • Clarify, organize, and prioritize your goals & objectives
We Review Your Current
Situation & Portfolio
  • Organize & analyze existing investment portfolio
  • Assess current financial situation
  • Assess risk management & asset protection strategies
  • Identify opportunities
We Create a Plan
  • Calculate retirement needs assessment
  • Complete personal risk assessment
  • Develop wealth accumulation distribution strategy
  • Develop risk management and asset protection strategy
  • Develop an estate planning and asset transfer strategy
  • Deliver plan & portfolio recommendations
We Implement & Coordinate
  • Execute financial planning strategies Implement asset allocation strategy
  • Coordinate risk management, asset protection & estate planning strategies
We Communicate,
Monitor & Adjust
  • Re-evaluate portfolio & confirm or update investment strategy
  • Re-assess what’s important, review progress & update plan as needed

Meet Our Wealth Management
Advisor Team

At Beaird Harris you don’t just work with one advisor – you get our whole team! After all, it takes a great deal of experience to deliver the service you deserve. But it’s also about our service philosophy: our entire culture is built around teams. We believe letting people do the work they love and are trained to do helps us raise the bar – to provide the level of knowledge, specialization, expertise, service and responsiveness you deserve.

Ginnie Baker, CFP®

Partner | Wealth Manager

Pat Beaird, CPA PFS

Managing Partner | Co-Founder

Tai Chu

Tai Chu, CFP®

Partner | Wealth Manager

Clint Dunn, CFP®, IACCP®

Partner | Compliance Officer

Don Harris

Don Harris, CPA

Co-Founder

Jacob King

Jacob King, CBDA, CFP®

Partner | Wealth Manager

SteveL

Steve Lugar, CFP®

Partner | Managing Director

Chase Perry, CFP®

Partner | Wealth Manager

Tra Sullivan, CFA, CFP®

Partner | Wealth Manager

Jimmy Zimmerman, AEP, CFP®

Partner | Wealth Manager

Meet The Team
elderly couple
WHO WE SERVE

Individuals & Families

The financial lives of high-net worth individuals and families are complicated.

We understand the unique challenge you face and offer proactive wealth management and tax solutions to help grow, protect and preserve your wealth across generations.

High-Net-Worth
Typically $1M+ Portfolio
Advanced Tax & Estate Planning

BHWM Brochures

Further Reading

To learn more about Beaird Harris, download our Integrated Wealth Management + Tax Planning brochure and guide on Pursuing a Better Investment Experience.

Why Choose Beaird Harris as Your Wealth Manager?

The financial advice industry can seem complex, even opaque. At Beaird Harris, we strive to make your experience meaningful. Here’s what you can count on when you work with us:
  • We take a holistic view of your situation and offer services that other advisors don’t — like tax planning, risk management and estate planning.
  • We are a fiduciary advisor, always acting in your best interests.
  • We are fee-only — our compensation comes solely from our clients, ensuring our advice is objective and aligned with your goals.
  • We don’t sell financial products and aren’t paid commissions.
  • We are able to fully consider the tax ramifications of every investment decision, as well as offer tax planning and preparation solutions.
  • We are employee-owned and founder-led, so your satisfaction is of the utmost importance.

Why choose Beaird Harris as your Wealth Manager?

We’re Fiduciary Advisors

A fiduciary is a professional who stands in a special relationship of trust, confidence, and/or legal responsibility with a client. Beaird Harris Wealth Management, LLC is a Registered Investment Advisor, which means we are required by law to act in our clients’ best interest. We take this responsibility very seriously.

We’re Fee-Only

Fee-only means we only receive compensation from our clients. As fee-only advisors, we do not receive benefits from brokerage services, commissions or finder’s fees. This independence allows Beaird Harris to remain impartial and deliver objective fiduciary advice.

We’re Independent

Our complete independence from any brokerage firm, bank, investment, insurance, or mutual fund company is one of our foundational strengths and a critical driver of our clients’ success. We are truly unencumbered to choose the most appropriate investments for our clients, without any external factors influencing our decisions.

A Unique Approach to
Wealth Management

Most people saving for retirement seek confidence, clarity and peace of mind in their financial affairs. But what do most brokers offer? “Hot” tips, speculative investments, and products they are financially incented to sell. Beaird Harris takes a very different approach.

Let's Talk

Looking for a fiduciary financial advisor to help you achieve your goals?

Schedule a complimentary call today. We’ll help you get started and learn more about Beaird Harris. 

Let's Talk