Providing Financial Clarity Since 1973

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Our Story & Founder

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

That same year, Danny began working independently as an agent for Franklin Life. There was no formal business name at the time.

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

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.

Office

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.

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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.

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Own It

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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

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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.

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Raise The Bar

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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.

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