Providing Financial Clarity Since 1973
The roots of Harlow Wealth Management trace back to 1973, when our founder, Danny Harlow, began helping families across the Pacific Northwest navigate retirement with clarity and care. Together with his wife, Esther, he built a firm grounded in integrity thoughtful guidance, and a deep commitment to the people they served.
Today, that legacy continues under his son, Chris Harlow. While Danny retired in 2025, the values that shaped the firm remain unchanged. Our mission is to help simplify the financial complexities of retirement so clients can focus on what matters most.
By bringing together retirement income planning, investments, tax strategies, health care considerations, and legacy planning into one coordinated approach, our team of CFP® professionals, CPAs, and former IRS agents provides comprehensive guidance tailored to each client's goals. Family owned. Trusted guidance. Serving Vancouver, WA and Portland, OR for over 50 years.
How Did We Get Here?
April 23, 1973
Founder Danny Harlow became a licensed Investment Advisor with Franklin Life Insurance Company, operating independently as an agent.
1973-2025
Danny, pictured with his wife Esther Harlow, who worked alongside him and was instrumental to the company’s success from its inception through his retirement.
2001
Danny Harlow began his radio career. The first radio shows were hosted by “Coach Pete” and aired locally in the Portland, Oregon metro area.
2004
In 2004, Danny’s independent advisory firm adopted a new name: NW Tax Advisors.
2011
Head office is relocated from Hazel Dell, Washington, to the Al Angelo building in downtown Vancouver, Washington.
2017
Company changes name to Harlow Wealth Management.
2023
Chris Harlow named CEO.
2023
Danny Harlow celebrates 50 years in the business.
2023
Harlow Helps, the company’s volunteer program, is officially established to organize volunteer events for clients and employees, supporting local charities throughout the Vancouver, Washington and Portland metro areas.
2024
Harlow Wealth Management develops a one-of-a-kind Financial Diagnostic Report, designed to identify strengths and weaknesses within investment portfolios.
2024
Harlow Wealth Management becomes the official sponsor and organizer of The Clark County Cup, a premier regional golf event created to unite and spotlight Clark County’s top high school golfers.
2025
Danny Harlow retires and transfers the business to his son, Chris Harlow, CEO.
Who We Are Today
Harlow Wealth Management stands apart through our Triple Distinction: Our team includes CERTIFIED FINANCIAL PLANNER® professionals, Certified Public Accountants — including two senior CPAs — and former IRS agents. This blend of experience delivers comprehensive wealth management for those approaching or enjoying retirement, helping ensure every plan is built with sound financial principles and a keen tax perspective.
Beyond wealth management, the Harlow team is dedicated to giving back. Through our Harlow Helps program, we support community initiatives like the Clark County Food Bank, Clark County Veterans Assistance Center and Special Olympics — reflecting our deep commitment to both our clients and the greater good.
Every Member of our team strives to embody
Harlow wealth Management's core values
1. Do Your Job Well
We believe in the power of knowledge and diligence in each individual’s role within our organization. Everyone should strive to perform their tasks exceptionally well, as this contributes to the overall success of our team and satisfaction of our clients.
2. Better Together
This core value underscores the importance of mutual contribution and assistance within our firm. It encourages a culture of collaboration and teamwork, where every member of the organization plays an integral part in helping each other to achieve collective success.
3. “Pick Up the Phone”
This core value strongly emphasizes the importance of adopting a "client first" orientation in all our operations, with the aim of providing a level of service that is nothing short of first-class. It is about going beyond the norm and making an extra effort to ensure that our clients feel valued and prioritized. Small yet impactful actions, such as deciding to make a phone call to a client to discuss a matter more personally instead of opting for impersonal communication methods like sending an email, can make a significant difference. Such actions help to build stronger relationships, instill trust and create a positive perception of our brand, thereby leading to client loyalty and satisfaction.
4. Positive, Flexible and Kind (PFK)
Given the significant time we spend collaborating with our co-workers, it becomes crucial to maintain an attitude that is not only positive but also flexible and kind. This approach enlivens the workplace environment, fosters better communication and aids in the resolution of conflicts, ultimately contributing to our collective success.
5. Stay Calm & Carry On
Challenging situations in the workplace are unavoidable, and they often lead to an increased level of stress. These instances, although difficult, offer an opportunity for growth and learning. When they occur, it’s important to maintain composure, staying calm in the face of adversity. Demonstrating resilience by persevering through these tough situations is not only beneficial for personal development, but it also contributes to a healthier, more positive work environment.
6. Better Every Day
This core value is all about the commitment to continuous improvement. We believe there’s always room for enhancement, whether it’s in our personal growth, professional skills or the quality of service we provide to our clients. We encourage our team members to adopt a mindset of lifelong learning, to always strive for better, and to view each new day as an opportunity to improve and evolve. Whether it’s learning a new skill, improving our work efficiency, or finding new ways to exceed client expectations, we aspire to make each day better than the one before.
