Senior Financial Advisor
CurrentHBKS 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 has expanded over the next decade into Ohio, Florida, Western New York, Western Pennsylvania and most recently, Greater Philadelphia; adding licensed financial professionals in a wide range of disciplines, and increasing assets under management to approximately $2.9 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.Our Philosophy: Experience. Independence. Collaboration:We believe successful wealth management is rooted in intelligent planning. We are our clients’ trusted and experienced advisors, with intimate knowledge of our clients’ and their families’ complex, comprehensive finances.We know that a disparate network of advisors — each familiar with only a segment of the family’s overall financial condition, each with a limited perspective and a personal agenda — cannot manage wealth effectively.We are dedicated to the principle of independence. We do not offer or promote nor accept agreements to sell proprietary services or products. We are driven and rewarded only by what is in our clients’ best interests.We are committed to the idea that our role is to consult and collaborate with our clients, to understand each client’s unique needs and develop holistic solutions based on a panoramic view of the client’s financial landscape.We are financial experts with skills refined over decades of work with affluent families. We have the experience and insight to ask the right questions and generate a financial plan to grow and protect wealth.
