Canfield, OH Office
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HBKS Wealth Advisors
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About
HBKS Wealth Advisors serves individuals (including non‑HNW and high‑net‑worth clients), retirement plans and other institutional and corporate clients. The firm offers personalized investment management, financial planning, pension consulting and a dedicated high‑net‑worth service branded as Level 3.
HBKS develops tailored portfolios after gathering client information through interviews, questionnaires and document reviews, and typically manages accounts on a discretionary basis using proprietary model portfolios, sub‑advisors and multiple platform arrangements (including Adhesion, Envestnet, Schwab and Raymond James). The firm deploys a broad set of strategies — fixed‑income, alternatives, UMA/tax‑overlay services and cryptocurrency exposure are among the options disclosed — while stating it does not specialize in any single investment area.
Noteworthy differences from many peers include the firm’s periodic client newsletters (educational materials provided free of charge), a cluster of affiliated businesses (an accounting affiliate where some investment adviser representatives are CPAs, an affiliated limited‑use broker‑dealer and an insurance affiliate), and a material affiliation with Park Shore Partners LLC that manages affiliated private Opportunity Funds and a MAS Fund; the brochure discloses overlapping personnel, dual registrations and related conflicts in those arrangements. HBKS also provides back‑office and sub‑advisory services to third‑party advisers, including affiliated advisers, which the firm highlights as a distinct business line and potential source of conflicts.
Based on HBKS Wealth Advisors
Expertise
Based on HBKS Wealth Advisors
Demographic focus
Based on HBKS Wealth Advisors
Location
6603 Summit Drive
Canfield OH 44406
Advisors at this office
5
Advisors at this office
Jessica M
Series 65
Canfield, OH
HBKS Wealth Advisors
Jessica Morrow is a financial advisor at HBKS Wealth Advisors with two years of industry experience. She holds a Series 65 credential and has previously worked at EY, John Carroll University, Center Street Technologies, HBK CPAs & Consultants, and HBK Sorce Insurance LLC. In addition to her advisory role, she is an insurance agent with HBK Sorce Insurance LLC. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using proprietary models and multiple platform arrangements, providing a range of strategies including fixed income, alternatives, and cryptocurrency exposure.
Anthony S
CFP®, Series 65
Canfield, OH
HBKS Wealth Advisors
Anthony Scrocco is a CFP® with 12 years of experience in financial advisory. He has worked at HBKS Wealth Advisors since 2013 and has prior experience with Park Shore Partners LLC and Hill Barth & Kingl LLC. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients with personalized investment management and financial planning. The firm employs a range of strategies across asset classes and offers specialized services for high-net-worth clients, using proprietary models and multiple platform arrangements.
Richard M
CFP®, Series 66
Canfield, OH
HBKS Wealth Advisors
Richard Morrow Jr. is a financial advisor at HBKS Wealth Advisors with 25 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments. In addition to his advisory role, he serves as treasurer and board member for the Rescue Mission of Mahoning and the Pregnancy Help Center. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs a broad range of strategies and manages accounts typically on a discretionary basis using proprietary models and multiple platform arrangements.
Thomas T
CFP®, Series 66, Series 63
Canfield, OH
HBKS Wealth Advisors
Thomas Taranto is a CFP®-certified financial advisor with 17 years of industry experience. He is currently a Senior Financial Advisor at HBKS Wealth Advisors and has prior experience at Purshe Kaplan Sterling Investments and Edward Jones. He serves on the board of directors for the Canfield Soccer Club, a nonprofit organization supporting youth soccer in the community. HBKS Wealth Advisors provides personalized investment management, financial planning, and pension consulting to individuals, retirement plans, and institutional clients. The firm utilizes tailored portfolio strategies across multiple platforms and offers a dedicated high-net-worth service along with a range of investment options including fixed income, alternatives, and cryptocurrency exposure.
Robin R
Series 66
Canfield, OH
HBKS Wealth Advisors
Robin Roberts is a financial advisor with HBKS Wealth Advisors, holding a Series 66 designation and 23 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2009 and has been involved with multiple HBKS affiliated entities since 2002. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm employs a diverse investment approach with discretionary management of tailored portfolios, utilizing various strategies and multiple platform arrangements.
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