A complete list of active advisors currently associated with Harmoney Wealth, PLLC

Warmer can help you find a great advisor at Harmoney Wealth, PLLC or one who fits your needs even better.

Harmoney Wealth serves individual clients (including high‑net‑worth individuals), trusts, businesses, and employer plan sponsors, offering discretionary investment management and comprehensive financial planning that is included with its investment management service. The firm also provides employee benefit plan advisory services and may recommend outside managers when appropriate. Portfolios are built from individualized investment policies based on client goals, tax considerations, and risk tolerance, using a combination of fundamental, technical, risk and cyclical analysis and principles of Modern Portfolio Theory. Harmoney Wealth employs both passive and active approaches, uses model portfolios available through a model marketplace, and conducts ongoing monitoring with at least quarterly reviews and annual plan updates delivered via financial‑planning software. Compared with many peers, the firm discloses an affiliation between its advisory business and an estate‑planning law practice owned by the firm’s principal, with estate planning offered under separate engagement agreements and limited time commitment noted for the law practice. The brochure also discloses participation in Charles Schwab’s institutional program and an Altruist support program that can provide fee waivers, reimbursements, or other financial incentives tied to client assets on the Altruist platform, a relationship the firm acknowledges may create potential conflicts of interest.

To learn more about the advisors currently working at Harmoney Wealth, PLLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Tanner Bortnem	Gilbert, AZ	9

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