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.

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....

Market Commentary

Welcome to the Fourth Industrial Revolution

To say we are living through a period of unprecedented change in innovation and technology is an understatement. The rapid convergence and development of technological advancement is being driven by three...

Financial Planning

Life Insurance: Why Not Invest the Premiums for a Better Return?

Life insurance is a necessity. Like paying your electric bill or water bill. It should be considered prior to investing as it guards against the one certainty in life: death.

Timer sitting on laptop computer

Financial Planning

Don’t Try to Time the Market

I noticed a recent headline in Financial Advisor Magazine that reminded me of a basic investing truth that I have observed throughout my 30-year career: It's virtually impossible to time the...

Small business owner putting out Open sign

Business Owners

Benefit Plans for Small Businesses

If you own a small business, you may be finding it increasingly necessary to implement a benefit program to attract and retain employees. For small businesses, benefit plans generally consist of...

Woman sitting at her computer doing her budget

Financial Planning

Pay Yourself First

Pay yourself first. It means regularly setting aside part of your earnings, putting some of your income into savings, and it has long been one of the surest ways to build...

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.