As an independent, personal financial planning and investment advisory firm with offices in Pennsylvania, Ohio and Florida, HBKS Wealth Advisors is focused on helping its clients achieve their financial goals. Over 3,000 personal, corporate and institutional clients rely on us to supervise their assets (currently nearly $4 billion) carefully and prudently. Our clients say they respect our technical abilities and trust our integrity. You too can benefit from all that our firm has to offer. We use a team approach to our planning and investment services. In addition to our experts in financial planning, investment management and asset protection, your personal financial advisor can draw upon the resources of our associates at HBK CPAs and Consultants (HBK). Because we are partners with HBK–one of the nation’s largest accounting and business consulting firms–their experts in taxes, estate planning, business valuation and other financial areas are available to solve even the most complex issues facing the efficient management of your investments, assets and income.
We take your financial success seriously. After all, when you succeed, we succeed.