Discover Top Wealth Management Firms
With Harness Wealth, you can access expert tax and financial advice when you need it most. Whether you’re navigating holistic financial planning decisions or planning for a milestone event, we can help you seamlessly collaborate with the best advisory firms so that you can move forward efficiently and confidently.
NerdWallet users get $250 off one year of financial planning or wealth management services offered by a Harness Wealth advisory firm. Sign up using the code NW23WEALTH. Details below.
With Harness Wealth, you can access expert tax and financial advice when you need it most. Whether you’re navigating holistic financial planning decisions or planning for a milestone event, we can help you seamlessly collaborate with the best advisory firms so that you can move forward efficiently and confidently.
NerdWallet users get $250 off one year of financial planning or wealth management services offered by a Harness Wealth advisory firm. Sign up using the code NW23WEALTH. Details below.
You are being referred to Harness Wealth Advisers LLC website (“Harness Wealth”) by Nerdwallet, a solicitor of Harness Wealth (“Solicitor”). The Solicitor that is directing you to this webpage will receive compensation from Harness Wealth if you create an account for the Harness Wealth advisor marketplace. Compensation to the Solicitor may be up to $50. You will not be charged any fee or incur any additional costs for being referred to Harness Wealth by the Solicitor. The Solicitor may promote and/or may advertise Harness Wealth’s investment adviser marketplace services and may offer independent analysis and reviews of Harness Wealth’s services. Harness Wealth and the Solicitor are not under common ownership or otherwise related entities. Additional information about Harness Wealth is contained in our Client Relationship Summary, Harness Wealth Form ADV and ADV Part 2A.
What you get
Use code NW23WEALTH to redeem your Nerdwallet promotion.
1. Wealth & Financial advisors that get you
Harness Wealth handpicked firms from across the country and evaluated them on over 120 attributes so you know you’re selecting from among the best. Learn more about our Advisory Services and Advisor Marketplace. $250 off your first year firm fees.
2. Ongoing access to financial tools and education
Get access to financial, equity, and crypto education and tools, like our equity tax scenario planner. This education is curated to help you identify key financial opportunities and tackle hard decisions around your equity and crypto. Learn more about Harness Tools.
3. Happiness Guarantee
We know that the best, most effective partnerships happen when you feel comfortable and confident in your advisor’s work. Our happiness guarantee makes sure everyone finds the right firm.
You can receive a refund of your firm fees if you are dissatisfied with your advisory firm after the first year. Terms and conditions apply.*
Your Discounts*
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financial & tax service discountNerdWallet users can receive $250 off their first year firm fees.
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equity tax planning*
Discounts do not apply to Equity Tax Planning Sessions.
How to get started
Create an account.
Create an account and tell us what you’re interested in. You’ll get access free to webinars made to answer founder’s financial FAQs, curated content, and our free tools.
Find advisors tailored to your profile and goals.
Based on your profile, we’ll match you with the right services and advisors that have experience with top clients like you. Have complimentary consultations to decide who is the best fit.
Get access to free financial tools
Ditch the spreadsheets. Track your assets, like equity and crypto. Get insights on your equity’s potential value and future taxes. All in one simple, elegant dashboard.
Plan for the future of your finances
Standalone Financial Planning
Work with a Certified Financial Planner (CFP) to build a personalized financial plan based on your unique goals, milestones, and career path.
Holistic Wealth Management
In this all-in-one service, you will build a financial plan with your Wealth Manager and your Wealth Management team will actively manage your assets. From investment management to tax optimization and insurance coverage, your finances will be in good hands.
Happiness Guarantee
We know that the best, most effective partnerships happen when you feel comfortable and confident in your advisor’s work. Our happiness guarantee makes sure everyone finds the right firm.
You can receive a refund of your firm fees if you are dissatisfied with your advisory firm after the first year. Terms and conditions apply.*
*To qualify for the advisory fee credit, the individual must formally retain a Certified Public Accountant and/or a Financial Advisor on the Harness Wealth platform for a minimum of one calendar year. The offer can only be applied to advisory fees for firms based in the United States. Harness Wealth will refund fees that qualify up to a total of $10,000. The offer does not apply for Certified Public Accountant fees for tax return preparation and filing that was executed. Harness Wealth will provide the credit directly to the customer upon proof of fees paid. This credit is not transferable. Only one credit per household.