Financial Planning & Holistic Wealth Management
Financial advisors curated to your needs and opportunities.
If you are looking for expertise on how to optimize your financial setup, improve outcomes and achieve your goals — we have advisors who can help.
Complimentary initial conversations and client satisfaction program*
How it works
Harness recommends a curated set of fiduciary advisors for you to meet and evaluate.
How it works
Harness curates a group of financial advisory firms which we diligence on over 80 attributes on an ongoing basis. We use an algorithm to take information about you, your profession, and investments in order to identify multiple advisers that align with the information you provide.
Share your financial picture with a Registered Investment Adviser and align on your goals and depending on the adviser you select, services may include:
Why you’ll love it
Harness helps connect you with advisers whose services align with your financial needs and goals.
Work with an experienced adviser to develop a personalized financial strategy that may include investment management, retirement planning, charitable giving, estate planning, and other wealth management services.
Depending on the adviser you select, compensation may be based on assets under management or a flat fee for financial planning services.
No obligation. Eligible clients may qualify for reimbursement of certain advisory fees if they are dissatisfied, subject to applicable terms and conditions.*
Ready to take the next step?
Made for the moments your finances get complicated.
01
Individuals with employer stock
Borrow against shares, evaluate exercise strategies, manage tax considerations, and diversify out of your company's equity tax efficiently.
02
Business owners & founders
Keep your personal finances healthy while you grow the business — with a plan for the income you need along the way.
03
Investors
Taxes owed rarely match fund payouts, and liquidity is lumpy. Connect with advisers who can help address liquidity planning, tax considerations, portfolio risk, and complex cash-flow needs.
“Harness advisors offer complimentary consultations so you can get to know a potential firm before committing to them… a proprietary search algorithm and dedicated concierge takes a lot of the uncertainty out of the process.”
Harness Wealth Review, reviewed Oct. 2025*
Excerpted from an independent NerdWallet review published in December 2025 (review period: August–October 2025). NerdWallet is an independent third-party publisher and is not affiliated with Harness Wealth. The quoted statement reflects the publisher's opinion as of the publication date and may not be representative of all users' experiences. Harness Wealth did not provide compensation in exchange for the review or quoted statement.
FAQ
Your questions, answered.
Fully hands-on money management:
Not sure which service fits?
Answer a few thoughtful questions and we'll recommend where to start.
Take the questionnaireDisclosure: Harness Wealth Advisers, LLC ("Harness Wealth") is an SEC-registered internet investment adviser and a wholly owned subsidiary of Multiplier, Inc. Registration does not imply a certain level of skill or training. Harness Wealth refers clients to independent third-party advisory firms and receives compensation from participating firms for successful referrals. Harness Wealth does not manage client assets or provide ongoing personalized investment advice. Any advisory services are provided solely by the third-party adviser selected by the client pursuant to a separate agreement. Content on this website is for informational purposes only and should not be construed as investment, legal, tax, or accounting advice. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Additional information is available in our Form CRS, Form ADV Part 2A, and Promoter's Disclosure Statement. © 2026 Multiplier, Inc. All rights reserved.
Company names and logos are shown for illustrative purposes only and represent employers of certain clients who have used the Harness platform. The companies displayed do not endorse, sponsor, or recommend Harness and are not clients of Harness Wealth Advisers, LLC. Inclusion of a company name or logo should not be construed as an endorsement or as representative of all clients or client experiences.
*To qualify for the advisory fee credit, the individual must formally retain a Certified Public Accountant and/or a Financial Advisor on the Harness 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 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 will provide the credit directly to the customer upon proof of fees paid. This credit is not transferable. Only one credit per household.