At HBKS Wealth Advisors, 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.

Our Principal Financial Advisor Group


Gen X and Millennial workers retirement planning financial advisor Erie, PA

Financial Planning

Listen Up Generation Xers and Millennials: You’ll Need to Work Longer, Save More and Spend Less to Retire Well

The good news is that life expectancies continue to increase. Healthier lifestyles and medical advances are keeping older people alive and active longer. But there's a challenge that comes with a...

Retirement Planning

Pension Myths: Common Misconceptions About Pension Plans

To a great extent defined benefit plans, most of which are more commonly known as pension plans, have fallen out of favor. As of 2017, only 16 percent of Fortune 500...

Business Owners

On Being Successful

An interview with Christopher N. Sorce, CFP&, Principal and Senior Financial Advisor, as we near the 20th anniversary of HBKS& Wealth Advisors.

Business Owners

You’ve Decided to Sell Your Family Business. What’s Next?

Successful business owners know how to run their business, but typically, not how to sell their business. Selling a family business takes a great deal of forethought; even if you are...

Financial Planning

Emotional Investing: Five Ways to Ruin Your Portfolio

Investors' emotions often overpower their ability to think and act rationally when they are under stress, whether they're excited about a market surge or panicking over a decline. It's called "emotional...

Teacher reading to students in the library

Financial Planning

Reducing College Expenses for Government and Nonprofit Workers

There is an existing federal program designed to relieve some of the burden of student debt on those providing public service as part of their career. If you are a public...

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.