Tanner Bortnem (CFP®, JD)

Tanner Bortnem focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

From a young age, I knew I had a passion for the financial world and helping people, but I was hesitant to jump in as I did not agree with the industry's focus on sales.  My undergraduate academic advisor encouraged me to attend law school where I could not only develop the expertise necessary to help my future clients, but also learn how to be a true fiduciary and client advocate.  I took this advice and attended the University of Nebraska College of Law where I received my Juris Doctorate in both Wealth Mangement Law, and Business and Estate Planning Law.  After law school, I wanted to further my expertise and completed the rigorous coursework and exam to become a CERTIFIED FINANCIAL PLANNER™. 

Before launching Harmoney Wealth, I worked for two different investment companies that allowed me to hone my craft. But ultimately, I felt they strayed too far from the fiduciary standard and my definition of client advocacy. Sales was the priority; not the client. This led me to start my own firm centered around client advocacy. We are a proud member of the XY Planning Network, a network of “Fee-Only” financial professionals. “Fee-Only” means we, as advisors, are only paid for advice and planning. We will never receive a commission from selling products like many other firms do. A financial advisor’s true value comes in his or her dispensing of advice, and guiding you through your life’s journey with an individual, customized financial plan. I stand by Harmoney Wealth’s commitment to true client advocacy not only outlined by the CFP Board’s Code of Ethics and Standards of Conduct.

NAPFA Start Date

July 01, 2020


This Office

11 S Central Ave #1815 Phoenix, AZ 85004-2672 Phone: (602) 935-5155