In recognition of Mr. Bortnem's firm's excellence, Harmoney Wealth was named the Best Financial Planning Firm in Arizona by Wealth and Finance International in both 2022 and 2023.
GILBERT, AZ, November 25, 2024 /24-7PressRelease/ -- Tanner R. Bortnem has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility and prominence in a field are all taken into account during the selection process.
Mr. Bortnem is a highly distinguished professional in the field of wealth management. He is the owner and senior wealth advisor at Harmoney Wealth PLLC in Gilbert, Arizona. He has established himself as an expert in wealth management, business consulting and estate planning. His approach is characterized as "Wall Street expertise combined with Midwest values." Each client receives individualized advice, recommendations, and investments that fit their specific needs in a friendly, low stress environment, rather than "cookie cutter" strategies and high-pressure sales used by most advisors. He has also established Harmoney Wealth as a "fee-only" firm which prohibits the firm from receiving commissions. His view is "any time commissions are involved there is an inherent conflict of interest between the client and the advisor. Is the advisor choosing what is best for the client, or what is best for their wallet? We removed that conflict to ensure every client knows we are sitting on the same side of the table, working with them in our fiduciary capacity to achieve their goals. Commissions will never be considered in our recommendations, only what is best for the client."
Equipping Mr. Bortnem with the knowledge necessary to navigate complex financial and legal matters has been his academic achievements. He earned a Bachelor of Arts in business administration and management from Augustana University in 2011, followed by a Juris Doctor from the University of Nebraska-Lincoln College of Law in 2015 with specializations in Wealth Management Law, and Business & Estate Planning Law. In 2017, he obtained the prestigious certification as a Certified Financial Planner from the CFP Board, further solidifying his credentials in the industry. This dedication to furthering his expertise has placed him in the top 5% of his field, which has contributed to the significant growth of his company, Harmoney Wealth.
Underscoring Mr. Bortnem's commitment to maintaining high standards of practice within the legal aspects of financial advising is representing clients in a fiduciary capacity. He attributes much of his success to the support of his wife, Katie, as well as the values instilled in him during his upbringing in South Dakota where integrity and hard work were emphasized. These principles have guided him throughout his career and continue to influence his approach to client relationships and business operations.
In recognition of Mr. Bortnem's firm's excellence, Harmoney Wealth was named the Best Financial Planning Firm in Arizona by Wealth and Finance International in both 2022 and 2023. He was also awarded 2024 Financial Planning Firm of the Year in Arizona by New World Report. These accolades reflect his dedication to creating a firm that prioritizes client interests over commissions, fostering trust, and long-term partnerships with those he serves. Looking ahead, he aspires to expand Harmoney Wealth while preserving its Midwest family feel, ensuring that growth does not compromise the personalized service that defines his practice.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
# # #