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. read more