Harmoney Wealth, PLLC named Wealth & Finance’s “Best Financial Planning Firm – Arizona” and honored with the “Excellence Award in Estate Planning”

Harmoney Wealth, PLLC has been named Wealth & Finance’s “Best Financial Planning Firm – Arizona” and honored with the “Excellence Award in Estate Planning”. Wealth & Finance magazine’s awards recognize the most revered and trusted companies that provide the best retirement plans internationally.  

The economic pressures on careers and pensions prompted the idea for the magazine to look at the most reliable, and well-practiced companies that offer the best services for retirement planning.

“It is an honor to be chosen for this award, and even more so, to have accomplished this in the first three years of being in business,” said Owner and Founder, Tanner Bortnem.  “Wealth & Finance recognizes the work we have been doing for clients, and this award is a testament to the dedication, expertise, and customized financial planning we bring to our clients every day.  We will continue building upon this success by helping our clients achieve their version of successful retirement.”

Harmoney Wealth, PLLC is a privately-owned, independent, fee-only, wealth management firm that specializes in financial planning and investment management. Bringing an extremely personalized and comprehensive approach is what Harmoney Wealth is predicated upon. When you choose Harmoney Wealth, a CERTIFIED FINANCIAL PLANNER™ develops and tailors a financial plan to best suit your unique financial behaviors and goals. Before we get to work, it’s important to understand these behaviors. We like to call it your “Why?”. Why do you have the goals you have? Why is your outlook on finances, or investments the way that it is? Why are you seeking the help of a financial professional? Once we understand your “Why?”, we will build a financial plan that keeps your values, goals, objectives, financial behaviors, and views on investment risk all in Harmoney.

About Wealth & Finance International

Wealth & Finance International is a quarterly publication dedicated to delivering high quality informative and up-to-the-minute global business content. It is published by AI Global Media Ltd, a publishing house that has reinvigorated corporate finance news and reporting.

Developed by a highly skilled team of writers, editors, business insiders and regional industry experts, Wealth & Finance International reports from every corner of the globe to give readers the inside track on the need-to-know news and issues affecting banking, finance, regulation, risk and wealth management in their region.