- 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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Ranked No. 3 in the nation on CNBC’s Financial Advisor 100 for 2026, and named seven consecutive years.1
Your Financial Partner
Connecting all the dots of your financial life.
Tax, accounting, and wealth management — under one roof.
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When it matters most
Many clients first reach out during a significant financial moment. We are ready when you are.
- Approaching Retirement
- Receiving an Inheritance
- Reviewing Your Investment Portfolio
- Selling or Exiting a Business
- Building a Healthcare Practice
- Planning Multigenerational Wealth
- Managing Equity Compensation
- Ready for a Fractional CFO
- Considering a Private Equity Transaction
Tax & Wealth Management
For Individuals & Families
Your financial life has many moving parts, competing goals, shifting markets, and ever-changing tax regulations. At Beaird Harris, our role is simple: to bring order to the turbulence so you can feel more confident and focus on the things in life that matter most.
Some clients engage us for tax. Others for wealth management. Many find that integrating both creates a fully coordinated, proactive plan that no single-service firm can match.
Tax Planning & Preparation
We are keenly attuned to the intricacies and opportunities that come with increasing income and complexity. You can rely on our insight, analysis and expertise for tax mitigation strategies and structures to preserve your assets, delivered without the typical accountant-speak.
Wealth Management
The success on your journey towards retirement depends on efficiently integrating your investment management, financial planning, risk management and estate planning decisions. These critical components form the foundation of our Beaird Harris WealthGuideSM planning process.
Integrated Planning
When your CPA and your wealth manager are in the same room, tax decisions inform investment strategy, and investment decisions inform tax planning. There are no blind spots, no gaps between advisors, and no missed opportunities. That is the advantage of having tax and wealth management under one roof.
All Your Financial Needs, Seamlessly Connected
- Evidence-Based Investing
- Asset Protection Strategies
- Charitable Giving Strategies
- Stock Option Analysis
- Trusts & Family Limited Partnerships
- Strategic Tax Analysis
- Financial Planning
- Estate Plan Review
- Tax Planning & Preparation
- Insurance & Risk Management
- Multigenerational Family Meetings
Tax & Outsourced Accounting
For Small Businesses
Your business is much more than an asset, it is an integral part of your total financial picture. Yet day-to-day operational demands often leave little time for meaningful planning around cash flow, working capital, and long-term growth.
From early-stage ventures to succession planning, we help ensure decisions made for your business support your broader personal financial goals.
Tax Services
From entity structure and cash flow planning to year-end tax strategy, we help business owners make proactive decisions that reduce liability and support long-term growth, including during business transitions and succession planning.
Outsourced Accounting
Our outsourced accounting services provide businesses with accurate, timely, and customized financial records that not only ensure compliance but also deliver valuable insights for future planning. From bookkeeping to Fractional CFO.
Business & Personal Integration
Your business success and personal financial life viewed holistically, including business succession, exit strategy, and retirement plan design. What is good for your business should align with your personal financial goals.
A Complete Suite of Business Services
- Tax Mitigation Strategies
- Financial Reporting
- Fractional CFO
- Multi-Year Tax Planning
- Cash Flow Management
- Forecasting & KPIs
- Business Tax Preparation
- Bookkeeping
- Strategic Financial Leadership
- Entity Structure Planning
- Controller Services
Who We Serve
Industries We Specialize In
Industry specialization reflects the experience of Beaird Harris, PLLC in providing tax and accounting services. Beaird Harris Wealth Management, LLC provides investment advisory services to clients across a range of professions, with a particular focus on healthcare professionals.
- Anesthesiology
- Dental & Oral Surgeons
- Healthcare Professionals
- Med Spas
- Plastic Surgery Centers
- Technology Companies
- Attorneys
- Emergency Medicine
- High-Net-Worth Individuals
- MSOs & DSOs
- Real Estate Investors
- Veterinary Medicine
- Concierge Medicine
- Dermatology
- Influencers & Content Creators
- Orthopedic & Sports Medicine
- Restaurant & Franchise Owners
- + Many More
About Us
Who is Beaird Harris?
Beaird Harris is a Certified Public Accounting firm 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.
Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC operate as affiliates in a collaborative team environment, sharing the belief that clients are best served when all facets of finance and taxes are viewed holistically.
Fee-Only & Fiduciary
We don't earn commissions. We don't take finder's fees. As an SEC-registered RIA, we're legally required to put your interests first, and we take that seriously.
Proactive Advice
Tax planning isn't a once-a-year conversation for us. We're thinking about your situation all year, so you're never caught off guard.
Tailored Solutions
We're big enough to handle the complex stuff, and small enough that your advisor actually knows who you are.
Responsive Communication
When you have a question, you typically hear back within 24 hours. We know your time matters.
Our Partners
When you work with Beaird Harris, you get the experience of working with the whole team.
Practice Area
- Tax Services
- Outsourced Accounting
- Wealth Management
- Insights
Insights & Resources
From the Blog
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
Oct 2026
Beaird Harris Wealth Management Ranks No. 3 Again in CNBC's Financial Advisor 100 for 2026
Sep 2026
How to Choose a Financial Advisor: Ten Questions to Ask, What You Will Often Hear, and How We Answer
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.
- Careers at Beaird Harris
Where your work connects all the dots.
At Beaird Harris, we are a firm where your clients know your name, your partners know your ambitions, and your work connects all the dots. Most firms are built on volume. Beaird Harris is built on relationships.
4.5
/5
Glassdoor 3
Employees recommend Beaird Harris as a great place to work.
Best Firms to Work For
Accounting Today
A consistently recognized firm for culture, growth, and employee experience.
Your designation, supported
CPAs, CFPs, AND CFAs
Exam support and a bonus upon earning your professional designation.
Built for the long term
Sustainable Careers
Reduced summer hours, flexible schedules, and intentional mentorship at every level.
- Ready to Connect?
Let's talk.
Curious to see if Beaird Harris is a good fit? Schedule a complimentary introductory call today.
1Beaird Harris Wealth Management, LLC (“Beaird Harris”) was ranked No. 3 on the 2026 CNBC Financial Advisor 100 list, published October 8, 2026. CNBC, an unaffiliated third party, created the ranking with its data partner, AccuPoint Solutions. CNBC started with 41,578 registered investment advisory firms from the SEC’s regulatory database and narrowed that group to 1,015 firms. Those finalists completed surveys to confirm key details, and CNBC reviewed the entries editorially. AccuPoint then ranked the firms using its own weighted criteria. Those criteria include each firm’s regulatory and compliance record, years in business, total assets and accounts under management, number of advisors and employees, and number of states where the firm is registered. The ranking is based on SEC data and survey responses gathered in 2026. It does not evaluate investment performance or any client’s experience, and it is not a guarantee of future results or an endorsement by any client. Firms do not pay to be considered for or included in the ranking. After the rankings were determined, firms named to the list could choose to license the CNBC Financial Advisor 100 logo for their marketing. Beaird Harris chose to do so and paid a $4,000 licensing fee. CNBC’s full methodology is available at CNBC.com.
2 Glassdoor rating reflects employee reviews submitted on Glassdoor.com. Ratings are not indicative of client experience or investment outcomes.
