HBKS Wealth Advisors

We provide a comprehensive range of financial services to individuals and businesses. Our certified financial planners are committed to helping our clients manage, grow, and protect their wealth.

View Our Services

Connect with our
professionals

Find a Professional

  • We work first to understand.

  • We tailor your portfolio to you.

  • We are independent.

  • We are not too big to be small.

  • We live and work where you do.

  • You can count on our integrity.

figure of a person away from a group of people

Independent

Our recommendations are unbiased and unrestricted. As fiduciaries we are obligated to put the needs of our clients first. Our role is to consult and collaborate with you to develop holistic financial plans that address your personal needs and circumstances.

figure of a person thinking about many things

Comprehensive

You require a wide range of financial services. We make it easy for you to meet your needs by providing experts across financial disciplines along with accounting, tax and advisory services from our affiliate, HBK CPAs & Consultants, a Top 100 CPA firm.

figure of two people connecting

Personal

While we employ innovative and sophisticated financial technology, there’s nothing robotic about how we work with you. We start by thoroughly understanding your financial needs and develop a customized financial plan. We then remain involved throughout our relationship to serve you as your life and goals change.

 

There isn’t a formal definition of success.
At HBKS Wealth Advisors, we want you to succeed in a way that matters to you.

Balancing the Scales: The ‘Magnificent Seven’ and Strategic Portfolio Diversification

Financial Planning

Keep Reading keep reading

Building Tomorrow’s Wealth Today: A Guide to the 401Kids Savings Act

Financial Planning

The importance of financial literacy and early savings cannot be overstated, especially for our children.

Keep Reading keep reading

Disability Insurance: Why as a Resident You Should Consider It Now

Financial Planning

The outset of a career as a medical professional is incredibly demanding, financially as well as professionally. Residents spend 60 to 70 hours a week honing their skills, and at an...

Keep Reading keep reading

10 Essential Financial Considerations for Retirees

Financial Planning

The occasion of a new year can inspire us to renew our commitment to ensuring all areas of our lives are in order. Of course, I’m focused on my clients’...

Keep Reading keep reading

Tax Havens & Trust Laws: The Times May Be A-Changin’

Financial Planning

Tax-haven states have been around since the dawn of America, and for decades, Delaware has been reputed as the tax haven for the ultra-wealthy and corporate entities. But there is new...

Keep Reading keep reading

Beyond the Horizon: A Strategic Outlook for 2024

Market Commentary

Highlights from the January 25,2024 webinar featuring Brian Sommers, CFA, HBKS Principal and Chief Investment Officer.

Keep Reading keep reading