Harkins Wealth Management

Follow your passion. Invest with purpose. Discover what’s possible. Take Socially Responsible Investing to new heights with Harkins Wealth Management.

Financial planner in Providence, RI (show on map)

5.0

★★★★★

2 reviews

Fee-only fiduciary financial planners focused on socially responsible investments and comprehensive financial planning.

Call (401) 278-4049

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About

Harkins Wealth Management is an independent, fee-only fiduciary firm specializing in socially responsible investing and comprehensive financial planning. They provide personalized support to clients, ensuring their investments reflect their values and priorities while aiming for financial success and a positive societal impact.

Fee-only fiduciary approach

Specialization in Socially Responsible Investing (SRI)

Comprehensive workplace retirement plan management

Personalized financial education for employees

Services

Financial Planning

Comprehensive, fee-only financial planning tailored to clients' passions and priorities.

Fee-only fiduciary approach Socially responsible investment integration Personalized financial strategies

Socially Responsible Investing (SRI)

Investment strategy that aligns financial goals with ethical and sustainable values.

Ethical screening of investments Focus on environmental, social, and governance (ESG) criteria Potential for reduced risk through responsible investing

Workplace Retirement Plan Management

Comprehensive management of employer-sponsored retirement plans, including 401(k), 403(b), and 457 plans.

Career-stage planning Transition to retirement strategies Retirement income management Legacy planning

Financial Education

Empower employees with financial knowledge and tools to enhance confidence and motivation.

Workshops and seminars Personalized financial coaching Online resources and learning modules

Employee Benefits Guidance

Assist employers in designing and managing employee benefit programs that enhance workforce well-being.

Benefit plan design Cost analysis and optimization Employee communication and enrollment support

Credentials & Certifications

Fee-only fiduciary

Specialist in Socially Responsible Investing (SRI)

Registered Investment Adviser Representative (RIAR)

Certified Financial Planner (CFP)

Member of the National Association of Personal Financial Advisors (NAPFA)

Reviews

Rating

★★★★★

Reviews

"Onsite services"

Frequently Asked Questions

What is a fiduciary? +

A fiduciary is a professional who is legally obligated to act in the best interests of their clients, providing advice and recommendations that prioritize the client's financial well-being over the fiduciary's own interests.

How does Socially Responsible Investing (SRI) work? +

SRI integrates environmental, social, and governance (ESG) criteria into investment decisions, selecting companies that align with ethical and sustainable values while pursuing financial returns.

What are the benefits of workplace retirement plan management? +

Workplace retirement plan management provides personalized strategies for career-stage planning, transitioning to retirement, and managing income during retirement, ensuring alignment with individual financial goals and market conditions.

How can I access my account online? +

Clients can access Investor 360° online through the provided login portal to view detailed account information, monthly consolidated statements, and manage their investments electronically.