Brendan Hunter, CFP®

Financial Advisor

Brendan Hunter is a Financial Advisor in the Philadelphia office of HBKS Wealth Advisors (HBKS®).

Prior to joining HBKS, Brendan advised high-net-worth individuals and families at Wescott Advisory Group, where he delivered comprehensive financial planning and investment guidance. He began his career at Vanguard, building a strong foundation in investment management, client service, and financial planning.

At HBKS, Brendan works closely with clients to provide comprehensive wealth management services, including investment strategy, retirement planning, tax-efficient wealth planning, estate planning coordination, and risk management. He is committed to helping individuals and families navigate complex financial decisions with clarity and confidence, ensuring their strategies align with their long-term goals and personal values.

Brendan is passionate about building lasting relationships with the families he serves. He values the trust his clients place in him and strives to deliver thoughtful, personalized advice designed to support their long-term financial success.

Brendan earned a Master of Science in Finance from Saint Joseph’s University and a Bachelor of Science in Financial Planning from the University of Delaware. He is a Certified Financial Planner® professional.

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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