In 1988, our founding partners, Pat Beaird and Don Harris, formed Beaird Harris & Co., P.C., a now prominent and highly respected Dallas CPA firm. In the course of practicing as CPAs, we noticed a real void when it came to unbiased, high quality investment advice. In 1996, this ultimately led to the formation of Beaird Harris Wealth Management, Inc. (formerly BHCO Capital Management, Inc.).
Since 1996, Beaird Harris has provided financial planning and integrated wealth management solutions to financially established individuals, trusts, retirement plans and private foundations; with a particular emphasis in the medical, dental and healthcare industries. As a fee-only advisor, Beaird Harris does not receive benefits from brokerage services, commissions or finder’s fees. This independence allows us to remain impartial and deliver objective fiduciary advice.
Our clients are not speculative, high-risk investors. All are concerned with preserving capital, growing assets and avoiding the myriad of risks that abound in today’s investment environment. To meet these objectives, we help clients take advantage of the same Nobel Prize winning strategies traditionally reserved for the nation’s largest institutional investors. We follow highly structured, systematic and disciplined investment strategies designed to maximize wealth in a conservative and well-thought-out manner. Our investment process intuitively makes sense because it is based on investment principles that have stood the test of time in both theory and practice.
Through the use of our proprietary WealthGuide™ Planner and Planning Process, we assist clients in determining the mix of financial assets best suited to their investment objectives, risk tolerance and financial goals. Each client account is tailored to the individual client’s needs, yet all clients share the goal of maximizing after-tax return at a controlled level of risk. Broad global diversification, based on sound asset allocation principles, is one of the most effective means to this end.
In addition to our fee-only structure, having a full staff of Certified Public Accountants puts us in the enviable position of being able to fully consider the tax ramifications of every investment decision, be it stock option analysis or sophisticated philanthropic planning. As a result, estate and tax planning don’t become an after-thought to the financial planning process; they become an integral part of it.
Registered as an Investment Advisor with the SEC, Beaird Harris is a privately held company with approximately $350,000,000 in assets under management.
Our mission is simple: To help our clients maximize their assets, reduce their financial stress and realize their personal and financial goals.