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


Estate Planning

SECURE Act: Plan Now to Protect Your Beneficiaries

Congress has passed and the president signed into law a bill that will change not only how you save for retirement, but how you'll retrieve your savings. Among its provisions, the...

Retirement Planning

Back Door Roth: A Savings Strategy for Higher Earners

A Roth IRA is attractive to many people because you contribute after-tax dollars and the earnings grow tax-free—when you withdraw funds in retirement you pay no income tax on your withdrawals....

Senior woman talking with caregiver at long-term care facility


Is Long-Term Care Insurance a Necessity or Luxury?

While long-term care insurance can lighten your cash outlay should you need extended care, not everyone can afford the expense. As financial planners, we help clients understand what insurances make sense,...

Market Commentary

Outlook for 2020: Global Economic Growth Expected to Strengthen

2020 started with uncertainty in the markets and many may be tempted to make reactive changes to their portfolios. In this quarter's market commentary Chief Investment Officer, Brian Sommers, CFA,...

Financial Planning

Out with the Teens; In with the Twenties.

HBKS Wealth principal Matt Costigan reflects on the last ten years and reminds us of the universal advice that past performance is no indication of future performance.

Retirement Planning

Tax-Free Retirement Strategies for High Earners

There are only so many pre-tax avenues to retirement income. High earners who want to put more dollars aside must find alternatives beyond such traditional means as 401ks and IRAs.

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.