Tanner Bortnem (CFP®, JD)

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.