Harkins Wealth Management

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Sustainability Summary

  • This is an unclaimed profile. Harkins Wealth Management has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.
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Harkins Wealth Management Sustainability Profile

Sustainability Summary

  • This is an unclaimed profile. Harkins Wealth Management has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.
Powered by Tracker AI BETA; there may be errors

What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

Harkins Wealth Management is a Providence, Rhode Island financial planning and investment management firm that focuses on socially responsible investing, impact investing, and financial planning. The firm describes itself as fee-only, independent, and fiduciary, and says it is “held to the highest standard of conduct” in serving clients. Its sustainability-related content centres on aligning money and values, developing investment plans toward companies that exhibit responsible and ethical behavior, and contributing positively to social and environmental causes. In 2023, it became a certified B Corp, and it says social and environmental activism has been part of its core values since it was founded in 2008.

About Harkins Wealth Management

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • United States

Harkins Wealth Management Sustainability Actions

Became a certified B Corp

In 2023, we became a certified B Corp. That is a business that meets the rigorous standards of social and environmental performance, transparency and accountability. B Corps don’t just care about profit – they care about people and the planet too.

Founded with core values

Social and environmental activism has been part of our core values since we were founded in 2008.

Focus on socially responsible investing

We're an independent and dedicated team of financial planners that focus on socially responsible investments and financial planning. As fiduciaries, we’re “held to the highest standard of conduct” in how we serve our clients, duty-bound to put your needs first.

Investing in values

As early adopters of Socially Responsible Investing, we at Harkins Wealth Management welcome the opportunity to develop and guide your investment plan toward companies that exhibit responsible and ethical behavior, as well as contribute positively to social and environmental causes that matter to you.

Community support activities

At Harkins Wealth Management, we're dedicated to our community's well-being, actively supporting initiatives like those listed below, alongside a holiday food drive and a volunteer cleanup day.

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What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About Harkins Wealth Management

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • United States

Sustainable Development Goals

Harkins Wealth Management is committed to advancing these Global Goals to promote prosperity for people & planet.

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