Nathan Harness

Nathan Harness is a Wealth Advisor Consultant who supports BentOak client families on complex planning engagements. He focuses on multigenerational families and legacy‑minded clients, integrating tax‑aware strategies, investment planning, and family governance to help align wealth with values across generations. Dr. Harness serves BentOak in an advisory capacity while continuing to inspire the next generation of financial planners at Texas A&M University as a professor.

A CERTIFIED FINANCIAL PLANNER professional since 2009, Nathan is a nationally recognized educator and speaker. His work has been featured by outlets such as CNBC InvestmentNews, and numerous industry and academic journals. He has been honored with the COALS Honored Professor Award at Texas A&M, the DFW Financial Planning Association’s Chairman’s Award, and InvestmentNews’ 40 Under 40.

Nathan is active in service to his community and the profession. He currently serves on the Twin Cities Foundation Board, is the past Chairperson of the CFP Board Council on Education, and previously served on the Community Foundation of Brazos Valley Investment Committee. He also mentors students as the Advisor for the Brotherhood of Christian Aggies at Texas A&M.

He earned a PhD in Personal Financial Planning and an MS in Finance from Texas Tech University, and a BA in Finance from the University of Central Arkansas.

Raised in the Ozark Mountains of Arkansas, Nathan now lives in College Station, Texas, with his wife and their three children, where they are actively involved at Grace Bible Church. Away from work, Nathan is an avid traveler who has led trips throughout Europe and Asia, enjoys DIY home projects, and is always on the hunt for the best fajitas in Texas.