We’re honored to share that Beaird Harris has been ranked No. 3 on CNBC’s 2025 list of “Top 100 Financial Advisory Firms.” This marks the eighth year our firm has been recognized by CNBC for our commitment to helping clients navigate their financial journeys with confidence.
CNBC highlights the importance of finding the right advisor, noting: “Whether you’re early in your career or nearing your golden years, financial advisors can help you meet key milestones and address planning needs such as saving for retirement, investing a windfall, funding college education, managing portfolio income or shaping your legacy.”
At Beaird Harris, we’re honored to walk alongside our clients through these moments and to build lifelong relationships that make a lasting impact. For us, success is defined not just by national rankings, but by the peace of mind and quality of life our clients enjoy as we work together to help them achieve their financial and personal goals.
If you’d like to explore whether Beaird Harris may be the right fit for your wealth management needs, we invite you to schedule a complimentary introductory call. We’d love the opportunity to connect.
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. Beaird Harris offers tax, accounting, and wealth management services.
Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required 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.
Beaird Harris, PLLC is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, LLC is a Registered Investment Advisor with the SEC.