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.
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.
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 plan. We then remain involved throughout our relationship to serve you as your life and goals change.
HBKS Among the Elite in Financial Advisor Magazine’s Annual RIA Rankings
News & Awards
August 7 – HBKS has placed among the top 20 percent of registered investment advisories with over $1 Billion in assets in the U.S. by Financial Advisor Magazine in the August...
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Essential Documents to Review During Volatile Times
Estate Planning
“Risk happens fast” is an oft-quoted phrase in the world of investing and financial markets. It never happened faster than this past February and March when the U.S. stock market lost...
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HBKS Among Elite FT300 Firms for 7th Consecutive Year
News & Awards
August 3 – For the seventh consecutive year, HBKS® Wealth Advisors (HBKS) has been named to the Financial Times’ FT 300 Top Registered Investment Advisers. The survey, also in its seventh...
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Doing Well by Doing Right: Investing in ESG Funds
Financial Planning
A Q&A on environmental, social and governance investing with Brian Sommers, CFA, HBKS Principal and Chief Investment Officer conducted by Genevieve George, CPA, CFP, CFE, HBKS Financial Advisor.
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Elections and the Stock Market: Should You Get Out Now?
Market Commentary
With a presidential election quickly approaching, one of the most discussed concerns of investors is how the election will affect their portfolios. Historically, predicting how market returns will be impacted by...
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Fixed-Rate Home Equity Loans: Avoiding Unnecessary Costs When Refinancing
Financial Planning
Many mortgage companies will encourage you to lump closing costs into the new mortgage—as if you’re not still paying those costs. I’m not a fan of increasing a loan balance with...
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