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.


Millennials, Smart Phones and Artificial Intelligence

I often hear complaints about how millennials are too tied to their smart devices. How will they be able to cope in the so-called "real" world when all they do with...

Old Victorian Style Home

Financial Planning

Reverse Mortgages: Convert Your Home into Income

An FHA-insured reverse or conversion mortgage works by allowing homeowners age 62 and older to borrow on their home’s equity without having to make monthly mortgage payments. As the borrower, you...

Retirement Planning

Planning for Retirement: What Income Replacement Rate Will I Need?

The transition from retirement saver to retirement spender can be overwhelming. A life spent earning income, deferring taxes and accumulating invested assets quickly changes to life on a fixed income —...

Growing Savings

Retirement Planning

Let’s Talk About Your Employer-Sponsored 401(k): Roth or Traditional?

When the time comes to retire, you want to be comfortable with your financial situation. Choosing to save for retirement is easy; however, choosing how to save can be difficult. You...

Do you need travel insurance


Do You Need Travel Insurance?

Soon you'll be on your way, taking that trip you've looked forward to for ages--but suppose something happens. If you get sick, lose your suitcase, or have to cut your trip...

paper design

News & Awards

HBKS® Wealth Advisors Ranked Among Largest by Accounting Today

June 6, 2019 — Erie, Pennsylvania. In its recently released 2019 survey, the May 2019 edition of Accounting Today magazine ranks HBKS® 9th in amount of assets under management (AUM) among...

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.