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 financial plan. We then remain involved throughout our relationship to serve you as your life and goals change.
In our latest client survey, we asked for feedback regarding our service.
Here’s what our clients have to say:

Invest in Foreign Stocks for Diversification, Expected Returns, and Lower Risk
Market Commentary
Invest in foreign stocks to boost diversification, reduce risk, and capture higher returns, with recent gains up to 18% in global markets.
Keep Reading
Consumer Spending and Employment Trends: Strength Amid Uncertainty
Market Commentary
Consumer spending and jobs remain strong in 2025. Discover key trends, risks, and insights to guide smart business and investment decisions.
Keep Reading
HBKS Wealth Advisors Ranks #11 Among Nation’s Top CPA Financial Planners in 2025
News & Awards
HBKS Wealth Advisors continues its strong performance among the nation's leading CPA-affiliated wealth management firms, securing the 11th position in Accounting Today's prestigious 2025 Wealth Magnets ranking.
Keep Reading
You’ve Graduated, Now What? A Young Professional’s Guide to Financial Success
Financial Planning
Just graduated? This financial guide for young professionals shows how to manage loans, build credit, and start investing smart from day one.
Keep Reading
Second Marriage, Second Chances: Estate Planning Strategies for Blended Families After Divorce
Financial Planning
Avoid estate planning mistakes in blended families. Protect your spouse and kids with smart trusts, clear plans, and expert legal advice.
Keep Reading
Economic Uncertainty in 2025: Hard Data vs. Soft Data
Market Commentary
Explore why 2025’s GDP drop may mislead. Brian Sommers explains the gap between soft vs. hard data and what it means for investors.
Keep Reading