- Who We Serve
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Who We Serve
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions.
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- What We Do
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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
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- About Us
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About Us
Today, our size allows us to provide the depth of services and technical skills to meet the myriad of tax and financial challenges you or your business may encounter, yet we remain small enough to maintain close relationships with our clients to help them achieve their financial goals.
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- Insights
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Insights
Explore timely insights, practical resources, and firm updates designed to keep you informed and empowered year round. From expert articles and key deadlines to national recognition and planning tools.Download our latest brochure Integrated Wealth Management + Tax Planning ↗
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- Our Team
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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.
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- Careers
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Careers
This is a place where integrity is the fulcrum that propels our business and our people. Where collaborative care infuses everything we do. And where you’ll be inspired each and every day to invest your whole self into the vital work you’re doing.
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Download the WealthGuide App
The WealthGuide app provides an intuitive portfolio dashboard, document vault, interactive reports and more – all in a secure and easy to use website or app.
WealthGuide
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The Beaird Harris WealthGuide mobile app was designed to give you a clearer, more connected view of your financial life. It brings your accounts, progress, and key information into one secure place—so you can quickly understand where things stand today and stay engaged with your plan over time.
Inside the Beaird Harris WealthGuide app,
you’ll be able to:
- Review your portfolio and investment performance
- Track balances, activity, and historical returns
- Access important documents through a built-in document vault
- See a personalized list of financial planning action items
- Schedule meetings directly with your advisor
- Stay connected through a feed of timely insights, planning ideas, and firm updates
We’ve put together a short video that highlights what you’ll be able to do inside the WealthGuide app.
Our goal is simple: to provide a clearer view of your financial life and a more connected, intuitive experience with Beaird Harris.
If you have any questions about the WealthGuide app, your Client Services Representative is always available to help.
Ready to Get Started?
Download WealthGuide and stay connected to what matters most in your financial life.
