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Beaird Harris logo — TAX AND WEALTH MANAGEMENT CENTERED AROUND YOU

Beaird Harris

TAX AND WEALTH MANAGEMENT CENTERED AROUND YOU

Founded 1988 United States Dallas, United States 77 employees Private Equity Financial Services, Wealth Management

General Information

Company Name Beaird Harris
Founded Year 1988
Location United States Dallas, United States
Employees 77
Industries Financial Services, Wealth Management
Funding Stage Private Equity
Social

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About Beaird Harris

Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm founded in 1988 and headquartered in the United States. The company's slogan "TAX AND WEALTH MANAGEMENT CENTERED AROUND YOU" reflects its dedication to assisting financially established individuals, families, businesses, and healthcare professionals in navigating complex tax regulations and developing comprehensive wealth management solutions. Beaird Harris offers a wide range of services including tax, accounting, business consulting, investment management, financial planning, family office, and retirement plan services. The firm operates under the enterprise name of Beaird Harris through its affiliates, Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC, working collaboratively in a team environment. This collaborative approach allows the company to offer a holistic view of clients’ finance and taxes. While clients are not obliged 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. In its last investment round in December 2021, Beaird Harris received a private equity investment from Emigrant Partners. This investment demonstrates the confidence of external investors in the firm's capabilities and potential for future growth. Beaird Harris' presence in the Financial Services and Wealth Management industries further solidifies its position as a notable player in the financial market, offering comprehensive services to its client base.

Business keywords: Certified Public Accounting, Wealth Management, Tax Planning, Investment Management, Financial Planning, Estate Planning, Business Consulting, Retirement Plan Services, Asset Protection, Family Office, Healthcare Professionals, Financial Statement Compilation, Payroll Tax Reporting, SEC Registered Investment Advisor

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Private Equity Round Undisclosed 1
Emigrant Partners
Emigrant Partners
06 Dec 2021

Beaird Harris Alternatives & Competitors

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Beaird Harris vs
Beacon Capital Management, LLC
Beacon Capital Management, LLC United States

Providing Comprehensive Wealth and Retirement Planning

27 employees
Finance, Financial Services
Compare Beaird Harris vs Beacon Capital Management, LLC
Beaird Harris vs
First Choice Wealth & Retirement
First Choice Wealth & Retirement United States

A holistic, team-based approach to wealth management & retirement planning incorporating estate plan...

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Beaird Harris vs
Fletching Arrows Wealth Management LLC
Fletching Arrows Wealth Management LLC United States

Wealth Management and Financial Direction

3 employees
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FAQ About Beaird Harris

TAX AND WEALTH MANAGEMENT CENTERED AROUND YOU
Beaird Harris was founded in 1988.
Beaird Harris is headquartered in Dallas, United States.
Beaird Harris operates in Financial Services and Wealth Management. Its work centres on Certified Public Accounting, Wealth Management, Tax Planning and Investment Management.
Beaird Harris has approximately 77 employees.
Beaird Harris has completed 1 funding round. The latest funding stage is Private Equity.
Top alternatives and competitors to Beaird Harris include Beacon Capital Management, LLC, First Choice Wealth & Retirement, Fletching Arrows Wealth Management LLC, Hobart Wealth, Babylon Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Beaird Harris and Beacon Capital Management, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Beaird Harris, https://bouncewatch.com/company/beaird-harris, updated 29 November 2024. When citing, please name BounceWatch and link this page.

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