Beaird Harris

Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm founded in 1988 and headquartered in the United States. The company's slogan "TAX AND WEALTH MANAGEMENT CENTERED AROUND YOU" reflects its dedication to assisting financially established individuals, families, businesses, and healthcare professionals in navigating complex tax regulations and developing comprehensive wealth management solutions. Beaird Harris offers a wide range of services including tax, accounting, business consulting, investment management, financial planning, family office, and retirement plan services. The firm operates under the enterprise name of Beaird Harris through its affiliates, Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC, working collaboratively in a team environment. This collaborative approach allows the company to offer a holistic view of clients’ finance and taxes. While clients are not obliged 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. In its last investment round in December 2021, Beaird Harris received a private equity investment from Emigrant Partners. This investment demonstrates the confidence of external investors in the firm's capabilities and potential for future growth. Beaird Harris' presence in the Financial Services and Wealth Management industries further solidifies its position as a notable player in the financial market, offering comprehensive services to its client base.