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.

View Our Services

Connect with our

Find a Professional

  • 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.

figure of a person away from a group of people


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.

figure of a person thinking about many things


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.

figure of two people connecting


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.

2023 Year-End Tax Planning Update

Business Owners

We are coming to the end of another year filled with rising interest rates and continued market volatility, with little action from Congress to fix or extend tax provisions that could...

Keep Reading keep reading

Private Markets: Why Isn’t Everyone Invested?

Financial Planning

Private equity, illiquidity, hedge fund, venture capital: terms that to some translate as risky, to others are incomprehensible, and to others the sound of opportunities worth salivating over.

Keep Reading keep reading

Is Gen X Ready for Retirement?

Estate Planning

Born between 1965 through 1980, Generation X, often overshadowed by the larger cohorts of Baby Boomers and Millennials, finds itself at the precipice of retirement.

Keep Reading keep reading

Understanding the Rising Costs of Homeowners Insurance in Florida


Homeowners in Florida have been facing a significant financial burden as the cost of homeowners insurance continues to skyrocket.

Keep Reading keep reading

Protect Yourself from Phishing Scams: How to Spot and Avoid Fraudsters Impersonating Financial Institutions


Phishing scams are a prevalent and persistent threat in today's digital world. According to the Anti-Phishing Working Group (APWG), 2022 was a record year for phishing with more than 4.7 million...

Keep Reading keep reading

The U.S. Economy Has Enjoyed a Soft Landing So Far, but a Recession is Still Probable in 2024

Market Commentary

For much of this year, the U.S. Federal Reserve’s rate hikes have caused economic growth to slow just enough for inflation to fall substantially from its peak while the employment situation...

Keep Reading keep reading