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.

Retirement Savings Clock

Financial Planning

Retirement Help for Age-Gap Couples You Might Not Know About

Making decisions about your retirement can be involved – and even more complex when there is a substantial age gap between you and your spouse. Substantially different retirement dates complicate such...

University Campus

Financial Planning

You Can Donate a 529 – But It’s a Bit Tricky

So years ago you set aside money in a 529 plan to help pay for a child's education. A smart move – not to mention commendable. But now he or she...

Kids Drawing in a Library

Financial Planning

Saving for College? Consider a 529 Plan

It’s a major American crisis: student debt. Too many students are finishing their education with a mountain of debt that can take years, even decades to pay off. Fortunately, Uncle Sam...

Small Business Owner

Business Owners

Don’t Bank Your Retirement on Your Business

Investing in your own business makes sense; many businesses achieve significant growth each year. However, when you consider that many small businesses fold every year, it becomes clear that banking your...

Financial Planning

New Tax Law Challenges Charitable Givers

Despite the TCJA's restrictions on the deductibility of charitable contributions, there are many tax-wise opportunities to take care of the institutions you want to help.

Estate Planning

Estate and Protection Planning: Don’t Fall Victim to These Common Pitfalls

It's ironic that one of the most impactful — and costly — components of a well-executed financial plan pertains to benefits the owner will likely not live to enjoy. However, anyone...

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.