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.

Market Commentary

Market Capitulation and Chasing Returns: Where Investors Go Wrong

As financial advisors, we are frequently asked to justify one investment over another that is earning a higher return at that particular time. There are a lot of answers to such...

Floral shop owners discussing budgets

News & Awards

2018 Year-End Tax Update

The Tax Cuts and Jobs Act of 2018 substantially and significantly changes how you will plan for and pay your taxes this year. To help you get ready to file your...

Documents Search

Financial Planning

Step 2: Getting Essential Documents in Place

Not having your basic estate planning documents in place can easily derail all your good investment planning in very short order, as can having too little property and casualty coverage, or...

Thief and Social Security Card


Spoofers, Phishers Prey on Florida Senior Citizens

Scammers can be awfully clever — and especially convincing when they claim to be from the federal government. The latest "spoofing" scam has the caller posing as an official with the...

A one hundred dollar bill puzzle

Retirement Planning

Getting Started: A Little Saving Now Will Pay Off Big Later

As a financial advisor to young professionals, I emphasize how important it is to start saving early for retirement. You might not want to restrict yourself to a budget, but what...

Market Commentary

Economic Fundamentals Drive Markets More Than Mid-Term Elections

Equity markets faltered substantially in October as investors wrestled with many concerns. In addition to an ongoing trade war with China and the U.S. Federal Reserve's rate hikes, investors wondered how...

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.