Beaird Harris Wealth Management, Inc.
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Beaird Harris recently continued its course toward fiduciary excellence renewing it CEFEX certification.
Beaird Harris has been ranked as one of the 150 Best Financial Advisors for Doctors in the country.
A global network of independent wealth management firms servings clients in a fiduciary capacity.
Beaird Harris is dedicated to helping clients maximize their assets, reduce their financial stress and realize their personal and financial goals.
Our clients are not speculative, high-risk investors and all are concerned with the prudent management of their resources. Our independence and fee-only advice is designed to provide our clients with the confidence and peace of mind that is not easily found in today’s investment climate.
At Beaird Harris, our WealthGuide Process™ considers the client's entire financial situation, including investment assets, estate plan, retirement plans and personal life goals, and integrates them into a coordinated effort.
The impact of federal income taxes is one of the most pressing concerns of our clients. Our relationship with Beaird Harris & Co., P.C., our Certified Public Accounting affiliate, greatly enhances our ability to understand and reduce the amount of income taxes that our clients pay.
