Harkins Wealth Management

Harkins Wealth Management is a financial planner in Providence, Rhode Island, offering fee-only financial planning with a focus on socially responsible investing, tax efficiency, and personalized guidance for individuals and businesses. The firm serves clients seeking to align their financial goals with their values, providing services such as retirement planning, business financial strategy, employee benefits consulting, and workplace retirement plan management. Founded in 2008, the firm emphasizes integrity, transparency, and fiduciary duty, ensuring clients’ needs are prioritized above all. With a perfect 5.00 rating and a strong reputation for client-centered service, Harkins Wealth Management has built trust through decades of dedicated work in the community.

The firm is an independent, certified B Corp, reflecting its long-standing commitment to social and environmental responsibility. As early adopters of socially responsible investing, they guide clients toward ethical and sustainable financial decisions. Their team, led by Rick J. Harkins, a financial planner with over 25 years of experience, focuses on creating plans rooted in clients’ passions and priorities. The office is designed to be family-friendly, offering amenities such as toys, books, and a private nursing room. The firm actively supports community initiatives, including food drives and cleanup events, reinforcing its dedication to local well-being.

Located at 206 Gano Street, the business sits just a short walk from Roger Williams Landing and Preston & Ives Playground, both within a quarter-mile. It is also near Waterman Street and The UPS Store, situated in the Fox Point neighborhood, placing it in a vibrant, accessible part of Providence.

Harkins Wealth Management stands out in the local financial planning landscape for its unwavering commitment to ethical investing, client empowerment, and community engagement. As a certified B Corp and a trusted fiduciary, it exemplifies responsible financial stewardship in Rhode Island. The firm continues to be a leader in merging financial success with purpose, making it a distinctive choice for Providence residents seeking meaningful wealth management.