Broker Check

WELCOME TO HARNESS FINANCIAL

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Harness Financial, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with professional financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Business Planning

Business Planning

You value your business and the people that make it successful. We’ll work to help protect your employees’ best interests while helping to strengthen your firm as a whole.

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Retirement Income

Retirement Income

After a life of work, it’s time to enjoy what your worked so hard to achieve. No matter where you are, we’ll help your plan for the future you deserve.

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Wealth Management

Wealth Management

Through our economic models and market experience, we’ll help grow and protect your wealth.

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18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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