Our Principal Group

We want you to succeed in the manner and way you define success.

Since 2001

HBKS® is the wealth management division of HBK, one of the nation’s most resourceful providers of comprehensive financial services, a collaboration of more than 500 professionals, experts in the widest range of disciplines, working locally from offices in Pennsylvania, Ohio, New Jersey, New York and Florida.

Stock market volatility

Market Commentary

The Recent Volatility in Stock Markets Could Indicate That Stock Market Leadership is Shifting

After reaching new highs in September of this year, stock markets in the United States and abroad have been falling. Stock prices deteriorated more rapidly on Wednesday and Thursday before stabilizing...


Financial Planning

The Responsible Advisor

In 2016 the Department of Labor (DOL) adopted new standards designed to expand ERISA fiduciary obligations to all financial advisors who work with clients in connection with any retirement-related account. They...

Market Commentary

Keeping Up with the Indices

How do you judge the performance of your investments? Many investors like to compare the movement in their portfolios with the S&P 500 or the Dow. Some people feel like they...


Long-Term Care Insurance

Long-term care is a pressing concern for many families. And perplexing. It’s hard to know what to do about it or even find out what your options are. Even when you...

Estate Planning

You’ve Been Named an Executor

What does it mean to be assigned as executor or executrix of a will? Holding such a title means you are charged with settling the estate of the deceased. When a...

Financial Planning

Back to School Season Reminds Us…

Having spent several years as a high school economics teacher and being the son of two educators, I know first hand that "back to school" season can bring about a variety...

Our Advisor Teams

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We know you have options. The landscape is crowded with individuals calling themselves “financial advisors.” But from this disarray, HBKS advisors distinguish themselves by the characteristics that are most important to you as an investor, achieving your investment objectives.


  1. We are independent.
  2. We work first to understand.
  3. We tailor your portfolio to you.
  4. We are not too big to be small.
  5. We live and work where you do.
  6. You can count on our integrity.