Skip to main content

Beaird Harris

Let's Talk
Let's Talk
Contact Us
Beaird Harris

Financial Planning​ 🡭

Investment Management​ 🡭

Risk Management​ 🡭

Estate Planning​ 🡭

Tax Services 🡭

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’re 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.

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’re 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.

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.

  • Established wealth with complex financial planning needs
  • Business owners, physicians, executives, and entrepreneurs
  • Require coordinated tax and estate planning
  • Value integrated planning across all finances
Learn More

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
Learn More

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.

  • Established wealth with complex financial planning needs
  • Business owners, physicians, executives, and entrepreneurs
  • Require coordinated tax and estate planning
  • Value integrated planning across all finances
Learn More

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
Learn More
Beaird Harris Wealth Guide 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.

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

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.

*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.

Objective, Fiduciary Advice

We are a fiduciary advisor, always acting in your best interests. We don’t sell financial products and aren’t paid commissions.

Integrated Planning

We take a holistic view of your situation and offer services that other advisors don’t — like tax planning, risk management and estate planning.

Practical Guidance

We are fee-only — our compensation comes solely from our clients, ensuring our advice is objective and aligned with your goals.

Long-Term Relationships

We provide ongoing guidance as decisions arise, not just during scheduled meetings, so you are supported over time.

Why Choose
Beaird Harris

With more than 35 years of experience helping successful individuals, families, and business owners navigate complex financial decisions, we provide the clarity and confidence needed to move forward with purpose.

Our Dallas-based team delivers sophisticated planning with a personal, relationship-driven approach.

Clients value our fee-only model, which prioritizes your interests over commissions, along with our commitment to proactive guidance and responsive communication, helping you stay ahead as your financial life evolves.

Let's Talk
Why Choose Beaird Harris

With more than 35 years of experience helping successful individuals, families, and business owners navigate complex financial decisions, we provide the clarity and confidence needed to move forward with purpose.

Our Dallas-based team delivers sophisticated planning with a personal, relationship-driven approach.

Clients value our fee-only model, which prioritizes your interests over commissions, along with our commitment to proactive guidance and responsive communication, helping you stay ahead as your financial life evolves.

Objective, Fiduciary Advice

We are a fiduciary advisor, always acting in your best interests. We don’t sell financial products and aren’t paid commissions.

Integrated Planning

We take a holistic view of your situation and offer services that other advisors don’t — like tax planning, risk management and estate planning.

Practical Guidance

We are fee-only — our compensation comes solely from our clients, ensuring our advice is objective and aligned with your goals.

Long-Term Relationships

We provide ongoing guidance as decisions arise, not just during scheduled meetings, so you are supported over time.

Let's Talk
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.

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

Partner | 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
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
icon-2.png

2025

Ranked #3
Top 100 Advisory Firms
A partner you can trust to help plan, invest and preserve your wealth.

2025

2024

2023

2022

2021

2020

CNBC’s Financial Advisor 100 is based on data analysis and editorial review, and assesses criteria such as assets under management, firm size and longevity, number of certified financial planners and regulatory records.
Important Disclosures 🡭
#3
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

Curious to see if we’re a good fit? 

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

Let's Talk

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

Event Registration