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

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


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


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


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.

The Markets, The Fed, and When Bad News Is Good News

Market Commentary

The financial markets pulled back in April on stronger than expected inflation data.

Keep Reading keep reading

President Biden’s Tax Proposal: Unveiling the Details

Financial Planning

As we approach another national election, evaluating the candidates involves examining their proposals, among the most popular being those that impact taxes.

Keep Reading keep reading

Leftover 529 Funds: A Retirement Savings Option

Retirement Planning

As the year 2022 was drawing to a close, the U.S. Congress passed the SECURE 2.0 Act, an update to the Setting Every Community Up for Retirement Enhancement (SECURE) Act of...

Keep Reading keep reading

The U.S. Economy is Strengthening, but it is too Early for the U.S. Federal Reserve to Declare Victory

Market Commentary

The economic shutdown during the pandemic and subsequent stimulus by the Federal Government caused many supply shocks and other disruptions to economic activity.

Keep Reading keep reading

Navigating Financial Planning Pitfalls

Financial Planning

While everyone aims for financial security, the detailed planning needed to make it a reality often goes unnoticed.

Keep Reading keep reading

State Sponsored Long-Term Care Plans and Taxes: New York’s Proposal

Retirement Planning

In the realm of fiscal uncertainties, one glaring example stands out: the precarious state of Social Security. As workers diligently contribute to this safety net, the harsh reality revealed in the...

Keep Reading keep reading