Harness Wealth

"My husband and I were looking for an investment advisor, but didn’t know where to start. A friend recommended Harness to us and they made the somewhat daunting process incredibly easy. Harness quickly helped us find our investment advisor and we couldn’t be happier after working with them for the last year. I highly recommend Harness if you are looking for guidance on your finances."

"Very helpful platform for identifying the right advisory services for your financial needs. Harness helped me figure out what was the best financial advisor firm for my needs and net worth, and connected me with a firm that I would not have found on my own. Highly recommended for those looking for help and guidance with their finances."

"I had an amazing experience with Harness Wealth. As I began to combine finances with my fiancé, we felt it was time to meet with a financial advisor. While we received a few recommendations from friends, we were hoping to find an advisor who was best equipped to handle our unique situation. Harness Wealth made the process to find a trusted advisor ridiculously easy. We filled out a profile that asked us relevant questions about our current situation (e.g., do we have any major life events coming up that would affect our financial situation, what kind of services do we need, do we have a geographic preference). After that, we received a curated list of advisors who had already completed a rigorous evaluation through Harness. A concierge partnered with us to interface with those advisors and find us the perfect match (they even found an option that didn't require AUM if we wanted to start with a flat fee). We've now been working with our advisor for nearly 6 months and they are everything we had hoped to find. I can't recommend this service enough. Extremely valuable (and free to use!) for clients and put us in touch with a firm we would have never found on our own. We plan to use them in the future to find other advisory services as well."

"I was an early leadership hire at a company that has experienced enormous growth. As the value of my equity increased, and with it the complexity of my financial situation, I wanted a great financial adviser I could trust to help me plan, identify opportunities and manage future investments. Harness made the process seamless and I've been very happy working with the adviser that I found through the site."

"I had been procrastinating for a while on putting a strategic will and estate plan in place, though had not had the time to run a search and diligence options. Harness was recommended to me and the process was exceptional. Excellent adviser options, which had the expertise that I needed, transparency on fees and a helpful concierge to facilitate the process seamlessly."