Harkins Wealth Management

Harkins Wealth Management is a Financial Planner in Providence, RI, located at 206 Gano Street. It offers fee-only financial planning, socially responsible investing, and tax efficiency strategies for individuals and businesses. The firm helps clients grow family wealth or business operations through workplace retirement plan management, employee benefits, financial education, and guidance on career and retirement transitions. It holds a 5.00 rating based on customer reviews.

The practice operates as independent fiduciaries, duty-bound to put client needs first. As early adopters of socially responsible investing, they guide investment plans toward companies exhibiting responsible and ethical behavior that contribute positively to social and environmental causes. The firm became a certified B Corp in 2023, meeting rigorous standards of social and environmental performance, transparency, and accountability. Social and environmental activism has been part of its core values since it was founded in 2008.

Rick J. Harkins, a fee-only financial planner with nearly 25 years of experience, leads the team. He holds credentials including MSFP, AAMS, CRPC, CDFA, CSRIC, and CPFA. The office features a family-friendly environment with toys, books, and a nursing room. The firm actively supports community well-being through initiatives such as a holiday food drive and a volunteer cleanup day.

The business stands among the strongest in its category locally, distinguished by its 5.00 rating from customers and its status as a certified B Corp. It is known for its fiduciary duty and commitment to aligning financial decisions with personal values.

Harkins Wealth Management brings its certified B Corp standards and fiduciary expertise to Providence, helping residents and businesses invest with purpose.

The office sits on Gano Street, just a tenth of a mile from the intersection with Waterman Street. It is located near Roger Williams Landing and Preston & Ives Playground, both about two tenths of a mile away.

BizScoreAI gives Harkins Wealth Management a Technical score of 88 out of 100, which ensures the website is secure and readable for search engines. The firm also achieves a Discoverability score of 75 out of 100, allowing AI crawlers to find every page so the business can be recommended by AI assistants.