Overview of HBKS

Our Background

HBKS Wealth Advisors was established in 2001 when Hill, Barth & King, one of the nation’s most venerable accounting firms, merged with The Sorce Financial Group, an advisory firm headed by brothers Gregory and Christopher Sorce, whose father had been advising clients on financial matters since 1950. The resulting HBK Sorce Financial Group expanded over the next decade into Ohio, Florida and Western New York as well as throughout Western Pennsylvania and Philadelphia, adding licensed financial professionals in a wide range of disciplines, and increasing assets under management to nearly $3 billion.

Today, HBKS advisors in 12 offices operate with that same family-oriented philosophy, working closely with clients, as neighbors and friends, to holistically address their financial conditions, aspirations and goals.

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