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HBKS Wealth Advisors

HBKS Wealth Advisors (HBKS) is a partner with HbK and HbK's family of service firms and organizations. HBKS is an independent, Registered Investment Advisory firm specializing in comprehensive personal financial planning, asset management and risk management services. Our relationships are built on a commitment to provide unbiased, comprehensive advice to our clients. Currently, HBKS has over 3,000 personal, corporate and institutional clients, for whom they manage over $1 billion in financial assets.

  • Experience Counts

    We’ve been here for a while, 1949 to be exact. Having a solid, longstanding presence further enhances the trusting relationships we have with our clients. Our reputation precedes us in each of the markets we serve.



  • We Know BDO

    We Know BDOActually, we’re a little closer than that. HbK is affiliated with the BDO Seidman Alliance – a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. While HbK is a large regional firm, BDO gives us a greater worldwide presence and expands our offerings to clients.


  • Lifelong Learning

    Training

    Hbk recently won an award for our training program, HbK Leadership University. One of the features of that program that sets us apart is that much of our training is done in house – we teach the HbK Way along with the how and why. This allows our staff to get up to speed quicker and better able to serve you.