Harlow Wealth Management

Financial Leadership for your retirement

Accountant in Vancouver, WA (show on map)

5.0

★★★★★

17 reviews

A family-owned wealth management firm providing retirement income, investment, tax, health care, and legacy planning for the Pacific Northwest.

Call (360) 573-2522

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About

Harlow Wealth Management, Inc. is a federally registered investment adviser with the SEC, operating as a family-owned business rooted in the principles of truth, authenticity, and genuine care for clients. Founded by Danny Harlow on April 23, 1973, the firm has evolved from a single insurance agent into one of the Pacific Northwest's premier wealth management firms.

The team includes CERTIFIED FINANCIAL PLANNER® professionals, Certified Public Accountants (including two senior CPAs), and former IRS agents. The firm's proprietary process, The Harlow Way™, follows a PLAN.COORDINATE.LIVE. methodology to help clients build comprehensive financial plans for retirement. Core values include doing your job well, better together, picking up the phone, positive/flexible/kind attitudes, and staying calm and carrying on. The firm also runs Harlow Helps, a volunteer program supporting local charities.

Family-owned business with core values of truth and authenticity

Triple Distinction: CFP® professionals, CPAs (including two senior CPAs), and former IRS agents on staff

Proprietary The Harlow Way™ process (PLAN.COORDINATE.LIVE.)

Harlow Helps volunteer program supporting local charities

Free Financial Diagnostic Report offered to new clients

Services

Income Planning

Retirement income strategies that analyze income needs and create a written income plan to make money last a lifetime.

Investment Planning

Custom investment management using a layered-risk approach tailored to individual goals and situations.

Tax Planning

Tax-efficient strategies to defer and/or reduce overall tax burden throughout retirement, working toward the 0% tax bracket.

Health Care Planning

Review of health care options to create a plan matching the client's health needs and budget.

Legacy Planning Strategies

Protect assets and legacy for loved ones while directing how money is passed down, including tax-reduction strategies.

High Net Worth Planning

Coordinated, personalized strategies for individuals and families with significant assets, aligning investments, taxes, income, and legacy goals.

Credentials & Certifications

SEC Registered Investment Adviser

Since 1973

CERTIFIED FINANCIAL PLANNER® (CFP®)

Certified Public Accountant (CPA)

Harlow Insurance Agency, LLC

Washington State Insurance Agency Registration

Reviews

Rating

★★★★★

Reviews

"Their fees are reasonable."

Frequently Asked Questions

What services does Harlow Wealth Management offer? +

Harlow Wealth Management offers Income Planning, Investment Planning, Tax Planning, Health Care Planning, Legacy Planning Strategies, and High Net Worth Planning.

Where is Harlow Wealth Management located? +

The Washington office is at 400 E. Mill Plain Blvd., Suite 200, Vancouver, WA 98660.

Is Harlow Wealth Management a registered investment adviser? +

Yes, Harlow Wealth Management, Inc. is a federally registered investment adviser with the Securities Exchange Commission (SEC).

What is The Harlow Way™? +

The Harlow Way™ is a proprietary three-step process: PLAN (build a comprehensive financial plan), COORDINATE (coordinate professionals and family), and LIVE (hold regular meetings and implement new goals).

Who are the key team members at Harlow Wealth Management? +

Key team members include Chris Harlow (CEO), Dan Erickson (CPA, CFP® Vice President), Aaron Argiso (CFP® Advisor), Alex Diaz (MBA, CFP® Advisor), John Aarhus (Advisor), and Tommy Snyder (MBA Advisor).

Does Harlow Wealth Management offer insurance products? +

Yes, insurance products are offered through Harlow Insurance Agency, LLC, an agency registered in Washington and other states and an affiliate of Harlow.

What are the core values of Harlow Wealth Management? +

The core values are: Do Your Job Well, Better Together, Pick Up the Phone, Positive/Flexible/Kind (PFK), and Stay Calm & Carry On.

What is the Harlow Helps program? +

Harlow Helps is the company's volunteer program, established in 2023, that organizes volunteer events for clients and employees supporting local charities in Vancouver, Washington and Portland metro areas, including Clark County Food Bank, Clark County Veterans Assistance Center, and Special Olympics.