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

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...

Financial Planning

IRS increases IRA limits for 2019

For the first time since 2013, the IRS is increasing the annual limit for IRA contributions.

Estate Planning

Inheriting Retirement Accounts: The Other IRAs

Dealing with the passing of a family member or close friend is never easy. The emotions we feel and the ways we cope with loss can vary dramatically depending on our...

Financial Planning

Debt Forgiveness for Teachers

If you are a teacher and still paying off a federal student loan there are a couple of loan forgiveness programs you should be aware of that could serve to reduce...

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...

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.