Harkins Wealth Management

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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.

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Founded with core values

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

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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.

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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.

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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