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.

Timing the market

Market Commentary

Time In vs. Timing

When the market goes up, we want in; when it goes down, we want out. It's called behavioral bias, or in the case of the markets, behavioral finance. More specifically, it...

Turning Over to 2019

Market Commentary

HBKS 2019 Market and Economic Outlook

Stock Market Volatility Likely to Continue in 2019, but a Recession is Unlikely

Retirement Planning

Required Minimum Distributions: When Your Retirement Savings Start Paying Off

Whether you're about to begin enjoying the benefits of your years of saving for retirement or just starting to contribute to a retirement plan, you'll want to know a few things...

Market Commentary

Investors Should Remain Focused on Their Long-Term Investment Plan During Stock Market Turmoil

The correction in global stock markets that began this past September accelerated this week, putting most major stock indices into negative territory for the year. In the United States, the S&P...

Financial Planning

Saving Builds a Foundation

The first step in investing is to create a strong financial foundation.

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...

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.