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, now HBKS® Wealth Advisors, expanded over the next decade into Ohio and Florida as well as throughout Western Pennsylvania, adding licensed financial professionals in a wide range of disciplines, and increasing assets under management to nearly $1.7 billion.

Today, HBKS® advisors in 10 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.  It is a client service model based on the most fundamental principle of active listening.

“At HBKS®, we are dedicated to the principle of independence. We do not make investment decisions based on agreements to sell proprietary services or products. We are driven and rewarded by what is in our clients' best interests,” said Greg Sorce.

Chris Sorce offered, “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 -advisors 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 designed to help grow and protect wealth.”

“HBKS®­ Wealth Advisors offer a unique team approach resulting in attentive and comprehensive services which are atypical in the industry today,” Joe Kloecker said.

“We like to say we're in the business of helping our clients' dreams come true,” Greg Sorce concluded.