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.

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  • 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.

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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.

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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.

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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.

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Financial Planning

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Financial Planning

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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.

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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.

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