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.

Divorce and Ring

Financial Planning

Getting divorced? Engage a Financial Advisor.

Couples facing divorce typically seek out separate attorneys. Why then wouldn't they seek out separate financial advisors? Seeking advice from a separate financial advisor as early as possible in the...

Child Saving

Financial Planning

Teach Your Child About Money

Children may not always understand where money comes from, but they realize at a young age that they can use it to buy things they want. So as soon as your...

Market Commentary

Thoughts on the Vanguard Market Call

Global investment powerhouse Vanguard sharply cut the expected returns for U.S. stocks in the next decade. If the forecast proves to be accurate, the implications could be significant for retirement-plan sponsors,...

Generational family

Financial Planning

The Sandwich Generation

There are enough of us to call the phenomenon a generation. We are the Sandwich Generation, members of a growing group of people functioning as "caregivers" for both their parents and...

Young female professional

Financial Planning

Personal Finances Key as Millennials Take on Adulthood

Millennials, people born between 1981 and 1997, now form the nation's largest demographic. They are also facing some of the most difficult financial challenges of recent generations, including a fast-paced, competitive...

Financial Planning

Financial Communication

The Key to a Couple's Long-Term Financial Well-Being Whether you are a newly committed couple or married for 50-plus years, you know the key to making a lifelong partnership work is communication....

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.