Pat Beaird, Cpa, Pfs Email & Phone Number

Dallas, Tx, Us

Pat is a Co-Founder of Beaird Harris, PLLC. With extensive experience in complex tax matters and a background in advanced estate planning, Pat works with closely-held businesses and high net worth individuals, with a particular emphasis in healthcare. Pat combines his extensive background in tax with a strong resume in wealth management to help clients structure their business and personal lives for the objective of achieving and maintaining financial independence.

Dallas, Tx, Us

Pat is the Managing Partner and a Co-Founder of Beaird Harris Wealth Management, LLC, and practices as a fee-only financial advisor. With a background in advanced estate planning and extensive experience in tax matters, Pat works exclusively with high net worth individuals, retirement plans, trustees and non-profits. In the course of practicing as a CPA, Pat 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, a fee-only investment advisory firm.