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Matthew E. Baham, CPA

    Tax Manager

    Matthew is a CPA with over 15 years’ experience providing tax planning, consulting, and compliance services for privately owned businesses and high net worth individuals. He began his career as a tax professional at a large regional public accounting firm in 2008 and joined Physicians Resource Group in 2024. He provides tax services for clients in a broad range of industries and specialties including professional services, real estate, small business, partnerships, S corporations, trusts and individual taxation.

    Matthew graduated from Southeastern Louisiana University in 2008 with a BS in accounting. Following graduation, He joined P&N (now Eisner Amper), transitioned to a tax manager role with Wegmann Dazet & Co., and later joined and advanced to senior tax manager at LaPorte CPAs. He is a member of the Society of Louisiana Certified Public Accountants and the American Institute of Certified Public Accountants.
    In his free time, Matthew enjoys attending concerts and sporting events, biking, boating and traveling with his wife and two children.

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    Securities and investment advisory services are offered through Montz Harcus Wealth Management, LLC (MHWM) with securities cleared through Charles Schwab & Co, Inc. Securities also offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 80 State St., Albany, NY 12207. Tax and Insurance services provided by Physicians Resource Group. Purshe Kaplan Sterling Investments is not affiliated with Montz Harcus Wealth Management or Physicians Resource Group.

    Charles Schwab & Co, Inc. is one of the firms that we use to custody our client assets. Charles Schwab & Co, Inc., Montz Harcus Wealth Management, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab & Co, Inc. does not endorse or recommend any advisor and the use of the Charles Schwab & Co, Inc. logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co, Inc., member FINRA/SIPC.

    MHWM and PRG are affiliated companies. Additional products and services may be available through Physicians Resource Group that are not offered through MHWM or PKS. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. Visit disclosure page.

    Montz Harcus Wealth Management LLC (“MHWM”) is a registered investment adviser registered with the Securities and Exchange Commission (“SEC”) and notice filed in the states where the Adviser either has an office or the de minimis number of clients. No information contained in this website has been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration as a registered investment adviser does not imply a certain level of skill or training.