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.

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

Financial Considerations at the Beginning of a New Year

Retirement Planning

The occasion of a new year can inspire us to renew our commitment to ensuring all areas of our lives are in order.

Keep Reading keep reading

Everything Went Right for the Economy in 2023, But Signs Still Point to a Recession in 2024

Market Commentary

s 2023 ended, the U.S. economy's performance was even more robust than what was projected by the most optimistic economists. Amazingly, the economy remained resilient, even after the U.S. Federal Reserve...

Keep Reading keep reading
Elderly Couple Holding Hands and Walking on the Beach

Required Minimum Distributions: When Your Retirement Savings Start Paying Off

Retirement Planning

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...

Keep Reading keep reading