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Who We Serve
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.
What We Do
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
- Tax Planning Preparation
Outsourced Accounting Services 🡭
Wealth Management 🡭
About Us
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.
Insights
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
Our Team
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.
- Meet the Team
- Contact Us
- Meet the Team
- Contact Us
Careers
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.
- Explore Careers
- Explore Careers

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Financial Planning Blog

The Seven Roles of an Advisor

09/2023

Many people assume a financial advisor's job is to predict markets—but the real value lies in the roles they play beyond...