FINANCIAL ADVISORS VANCOUVER, WA
Financial Advisors
Vancouver, WA
We are a firm of trusted financial advisors located in downtown Vancouver, WA, offering a comprehensive range of services to individuals and families in the Vancouver and Portland metropolitan areas. Our team provides personalized financial guidance with a tax emphasis, with a special focus on those approaching or already in retirement.
What sets us apart is our deep experience in tax planning. Two of our senior advisors hold Certified Public Accountant (CPA) licenses,and also are former IRS agents. Whether you're looking for assistance in planning for retirement or ongoing support in managing your finances during retirement, our goal is to offer experience, tailored advice to meet your unique financial needs.
The Role of Financial Advisor is One We Take Seriously
- Phone calls and emails are returned promptly.
- We serve clients as a team. This aids in objectivity, sound decision making, and continuity of client service.
- We consider the tax and risk implications of the recommendations we make and we have experience working with the tax rules and laws in Washington State and Oregon.
What makes a great financial advisor?
A great financial advisor listens to your goals, offers personalized advice, and has experience in markets, taxes, investments, and retirement planning. They prioritize your best interests, build trust, and are proactive in helping you navigate life’s changes. With transparency and availability, they empower you to make informed decisions aligned with your long-term goals.
At Harlow Wealth Management in Vancouver, WA, we aim to be one of the best, offering quality service and professional advice to help you secure a strong financial future.
Areas Our Vancouver, WA Financial Advisor Team Covers
LEGACY PLANNING STRATEGIES
As your financial advisor, we help you design a legacy planning strategy that aims to preserve wealth, minimize taxes, and ensures your assets are passed down smoothly and tax-efficiently. Our approach goes beyond creating a will by proactively protecting and transferring your assets according to your wishes.
TAX PLANNING
As a financial advisor, we help clients navigate taxes in retirement planning by using tax-efficient strategies to reduce or defer their tax burden. A key approach is the Power of Zero, which aims to position assets to reach the 0% tax bracket, by trying to minimize taxes on income and investments.
INCOME PLANNING
Income planning is a crucial service offered by our Vancouver, WA, financial advisor team. This service is designed to help individuals manage their income streams efficiently throughout retirement. This service focuses on providing a strategy by trying to ensure you have reliable and sustainable income during retirement or throughout any life transition.
A financial advisor will work with you to assess your current income sources, such as social security, investments, and pensions, and then develop a personalized plan to help optimize your cash flow. This includes determining the appropriate strategies for withdrawing from retirement accounts, managing Social Security benefits, and making tax-efficient decisions. By carefully analyzing your needs and goals, your financial advisor will help you build a solid income plan that aims to provides financial security and peace of mind, no matter what the future holds.
INVESTMENT PLANNING
Achieving your financial goals requires more than saving—it takes a tailored investment strategy. Our Investment Planning services help grow and protect your wealth with a layered-risk approach customized to your specific goals.
Whether you’re planning for retirement or already retired, we work to balance risk and reward to create a diversified portfolio suited to your needs. We help guide you through every step of the process, adjusting your strategy as your goals evolve, helping to focus your plan to align with your long-term aspirations for peace of mind.
HEALTH CARE PLANNING
Navigating the complex world of health care can be overwhelming, especially as you approach retirement. As your financial advisory firm, one of our key priorities is helping you create a comprehensive health care plan that aligns with both your health needs and your financial goals.
With so many options available—Medicare, supplemental insurance, long-term care, and more—it’s essential to carefully evaluate your situation. We take the time to understand your specific health care needs, current health conditions, and budget to help guide you toward the right solutions for your circumstances.
Our Vancouver, WA Financial Advisor Team
Chris is the CEO of Harlow Wealth Management. Before joining the firm in 2013 to work alongside his father, he spent 10 years with the IRS, gaining deep knowledge of the tax code and earning his CPA license. This experience shapes his approach to guiding clients in tax and retirement planning.
Chris is committed to trust-based relationships and uses his IRS background to help clients create personalized financial strategies. He holds the Series 65 license, life insurance licenses in Washington, Oregon, and Arizona, and his CPA license. He graduated from Pacific Lutheran University.
Outside of work, Chris enjoys God, family, and golf. He and his wife, Martta, have three children—Gracie, Faith, and Christian—and two dogs, Bentley and Brutus.
Dan uses his financial and tax experience to help clients achieve financial independence and focus on what matters most—enjoying life. He started his career as a small business auditor at the IRS, where he developed skills that now help individuals and families plan their retirements. Dan joined Harlow Wealth Management to create financial strategies that help clients reach their dream retirements, allowing them to prioritize relationships over money.
Dan holds the Series 65, life insurance licenses in Oregon and Washington, is a CERTIFIED FINANCIAL PLANNER™ professional, and a CPA. He graduated from the University of North Texas (marketing) and Portland State University (accounting).
In his free time, Dan enjoys spending time with his wife, Catherine, and their children.
Aaron brings over nine years of experience in financial services to Harlow Wealth Management, specializing in investment management and financial planning. As a CERTIFIED FINANCIAL PLANNER™, he is dedicated to helping clients achieve their personal and financial goals.
Aaron graduated from the University of Washington with a degree in psychology and integrates behavioral finance principles to tailor his approach. He has passed the Series 65, the NASAA Investment Advisers Law Examination.
Aaron lives in Portland, where he enjoys gardening, daily walks with his Great Pyrenees, Romeo, and outdoor activities like camping, fishing, and diving in the Pacific Northwest.
Alex is a dedicated CERTIFIED FINANCIAL PLANNER™ at Harlow Wealth Management, specializing in asset management and financial planning. With a background in banking and financial services, he helps clients achieve their retirement goals by developing personalized strategies.
Alex holds a bachelor’s degree in psychology from Washington State University and an MBA from Western Governors University, combining his understanding of human behavior with his financial experience.
Living in Vancouver, Washington, Alex enjoys spending time with family and friends, traveling, and exploring the outdoors.
John, a Vancouver native and U.S. Army Desert Storm veteran, has over 30 years of experience in business, operations, technology, and finance. After earning his degree from Embry-Riddle Aeronautical University, he worked as a network systems analyst at Texaco and later as an air traffic controller with the FAA, retiring at Portland International Airport. John is dedicated to helping clients find purpose and meaning in retirement and has passed the Series 65, the NASAA Investment Advisers Law Examination.
John lives in Vancouver with his wife and four children. He enjoys coaching youth sports, playing golf, and spending time with family. The family actively serves in their church and community and has participated in mission trips to Madagascar, the Dominican Republic, and Nicaragua.
Tommy, a Vancouver native, joined Harlow Wealth Management in December 2022. He holds a BBA in finance from Pacific Lutheran University, where he served as president of the Regents' Investment Fund. He also earned an MBA in leadership and consulting from Binghamton University.
Tommy has a background in college and professional baseball, playing at Binghamton University and with the Great Falls Voyagers and Portland Pickles. He holds a life and disability insurance license and has passed the Series 65, NASAA Investment Advisers Law Examination.
Alice is our trusted female advisor; she is passionate about working with women and empowering them through their current and future financial success. She takes the time to truly get to know her clients and their families and learn what is most important to them. In doing so, she gains a thorough understanding of their whole financial picture and how she can help. Alice knows that empathy, integrity, and kindness are integral and some of the most valuable qualities which a Financial Advisor can possess. After some of her own personal experiences, this is subject which is very near and dear to her heart.
Alice has a unique background, she grew up in Sydney, Australia and is also bilingual, she speaks Russian. She currently holds three professional designations: Chartered Retirement Planning Counselor, Accredited Asset Management Specialist and Accredited Wealth Management Advisor. She will soon be studying for the Certified Financial Planner designation. Alice currently lives in North Portland with her Corgi; whose name is Pierogi. In her time outside of work, she enjoys culinary events, hiking, travelling and architecture.
Frequently Asked Questions (FAQ)
How often will I need to meet my financial advisor?
We tailor our meeting schedule to suit each client's individual needs, agreeing on a frequency that aligns with your objectives. Meetings can be held annually, semi-annually, or quarterly, determined by your needs. Rest assured, whatever cadence we settle on, Harlow Wealth Management will ensure you remain well-informed every step of the way.
VANCOUVER’S TRUSTED FINANCIAL ADVISORS PROFESSIONALS
Based out of Vancouver, Washington – Harlow Wealth Management, Inc. is an independently owned and operated advisor. Our financial advisors serve clients living in the greater southwest Washington and Portland metropolitan areas. While our firm was officially created in 2005, founder, Danny Harlow, has been serving the retirement financial planning needs of the Vancouver, WA and Portland, OR community since 1973. We focus on helping those who are retired or about to retire by building a customized retirement strategy.
The Harlow Financial Advisor Team The Triple Distinction
Wealth Management with a Tax Planning Advantage
Two of our senior advisors maintain Certified Public Accountant (CPA®) licenses.
CERTIFIED FINANCIAL PLANNER (CFP®)
Several of our advisor team have met professional qualifications by obtaining a CFP® license.
Former IRS Agents
Two of our senior advisors are former IRS agents.
Office Location
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