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Follow your passion.
Invest with purpose.
Discover what’s possible.

Take Socially Responsible Investing to new heights with Harkins Wealth Management. 

Financial Planning with a Sense of Purpose 

Whether you’re looking to grow your family’s wealth or grow your business, we can help you with fee-only Financial Planning. We’ll make a plan built around your passions and priorities. 

Financial Planning Services

 Financial Planning

Socially Responsible Investing

Tax Efficiency

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Business Services

Socially Responsible Investing

Financial Education

Employee Benefits

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Workplace Retirement Plan Management

During Your Career

Transitioning to Retirement

During Your Retirement

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Driven by Your Vision

Our Process

Fee Only 

Our History

Fiduciaries

Our Values

Independent

Our Resources

Impact Focused 


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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Supporting Your Values


Our Process

Integrity

Our History

Transparency 

Our Values

Confidentiality


We believe reputation matters, and we’ve built ours by providing highly personalized support that recognizes your vision and values. 


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Explore Your Financial Planning Possibilities 

Discover how Harkins Wealth Management can craft a financial plan that incorporates your values. To get started, click the button to book a meeting with us.

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