Wealth Planning Services

Peace of mind comes from having a personal wealth management strategy and a plan for achieving it. Your financial plan is the most important tool you have to put your assets to work for you. Our team of financial, retirement, tax and estate-planning experts will help you analyze your present financial situation. We will evaluate how well your current investments, insurance, and assets align with your cash flow needs, tax requirements, risk tolerance, time horizon and financial goals. We can then suggest options for enhancing your current financial picture, present a long-term investment strategy and provide a detailed plan of action for achieving your goals. We would be happy to introduce you to one of our Certified Financial Planners at www.hbkswealth.com

  • One Stop Shop

    HbK Sorce

    Taxes and investments go hand in hand. HbK is the trusted advisor to many for their accounting needs and with that, through HBKS Wealth Advisors, we provide financial services as well. You can find out more about HBKS Wealth Advisors offerings by visiting their web site here www.hbkswealth.com.



  • Times Have Changed

    Many years ago it was actually un-professional conduct for accountants to advertise. The reason you don’t see many billboards or commercials on TV for CPA firms is that we develop business through relationships. We always appreciate a business referral to share how HbK can help. See the Principal Profiles page to make a direct contact with someone regarding a referral.



  • Best Employers in Ohio

    Best Employers in OhioHill, Barth & King has been selected as one of the Best Employers in Ohio for 2013.