HBKS Wealth Advisors provide a comprehensive range of financial services to individuals and businesses. We are independent advisors, 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 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.

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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Craftsman Style House

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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