Tanner Bortnem, CFP®, JD Harmoney Wealth, PLLC

About Tanner Bortnem, CFP®, JD

I was born and raised in the small town of Volga, South Dakota. I pursued my undergraduate education in Business Administration and Management at Augustana University and proudly earned my JD from The University of Nebraska College of Law (Go Huskers!) in 2015. My doctorate degree is specialized in wealth management law and business and estate planning law.

I served as a Financial Wealth Advisor and an Estate Planning Attorney for two well-respected firms before launching Harmoney Wealth, PLLC in 2020.

Bringing an extremely personalized and comprehensive approach to the client/advisor relationship is what Harmoney Wealth is predicated upon. I am passionate about helping people and understanding the “why” of my clients’ approach to money and risk. I do not believe in general approaches or blanket solutions – each client receives a financial plan tailored to fit harmoniously with their “why”.

Outside my professional passions, I love to travel and explore new hiking and camping spots with my dog Sadie. I enjoy golf and am a diehard Kansas City Chiefs fan.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Attorneys
  • Business Owners
  • Gen X
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Flat Fee: $1,000+/engagement
  • AUM: 0.65%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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