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?
Who We Are Today
Our financial advisors in Vancouver, WA stand apart through Harlow Wealth Management's Triple Distinction, combining the expertise of CERTIFIED FINANCIAL PLANNER® professionals, Certified Public Accountants, and former IRS agents to provide truly integrated retirement planning.
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.
The Core Values
That Shape Us
Rooted in Financial Clarity
Since 1973
Our roots in the Pacific Northwest reach back to 1973, when Danny Harlow began helping families make confident financial decisions. That legacy is more than a date. It is a responsibility we carry into every client relationship, every decision, and every promise we make to one another.
DO RIGHT.
We do right by our clients, each other, and our community —especially when no one is watching and it costs us something. This is not a rule we follow; it is why this firm exists.
Own It
We own the result, not just the task — the wins and the misses equally, with no deflection and no blame shifting. The work is not finished until the person waiting on it knows plainly where it stands. Ownership is not a burden we carry — it is the standard we choose.
Support Each Other
We do not let a client go unserved, a department go unsupported, or a colleague go without backup. We show up for each other with respect and without ego. Individual excellence is celebrated — but putting your own results ahead of the team is not something that lasts here.
Raise The Bar
Excellence here is the floor, not the ceiling. We define what good looks like, deliver it on the hard days and the easy ones, and then elevate it — improving in small, deliberate steps. We raise the bar together, but we never let it drop.