Access best-in-class financial planning and investments, tax, and estate planning expertise

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01

Financial Planning and Investment

Your financial future — and financial present — depends on savvy management. Our expert financial advisers help navigate things like equity compensation, a recent inheritance, or retirement planning.

02

Tax Strategy and Planning

Expertise in the complexities of tax strategy and planning is essential to maximizing your income and wealth. Our sophisticated CPAs work with intricate business structures, multiple sources of income and complex multi-jurisdictional filing needs to enable you to optimize your tax obligations and financial opportunities.

03

Estate and Trust Law

Seeing the future is daunting. Even thinking about it can be enough to let that task simmer. But the Trust & Estate Attorneys on our platform can help you plan ahead, protecting your family and ensuring that your wealth continues to serve your vision well into the future

Not all advisers are created equal

We rigorously evaluate and individually interview the expert advisers we
work with before we recommend to you.

Our diligence criteria is extensive

We collect information on over 100 attributes for each adviser and their firm, covering not only their experience, services and fees, but also hiring processes, cyber security and internal audits and controls.

Our Advisory Council has a deep financial pedigree

We developed our diligence process with insights from our Advisory Council, which is made up of former CEOs, policy-makers and ultra-high-net-worth family office executives.

Meet Our Advisory Council

Adviser fees and our fees

Our advisers have a variety of fee structures. The fee structure of the specific advisers you are paired with will be shown on your adviser dashboard before you select your adviser.

You will not be charged an incremental fee by Harness Wealth or our advisers for using our service. We are paid by the advisers for the clients that we refer.

We match advisers to your needs

We've built a pairing process that integrates professional insight and
experience into a seamless, personalized digital experience.

Enter your asset details

Using our platform, determine your current financial picture, your long-term strategy, and your next steps.

MRA Associates

PAIRING ATTRIBUTES
  • Arizona Based
  • Tax Planning
  • Female Adviser

Based on your target qualities get a precision match with our Adviser Finder.

See an example Adviser Profile