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Our Team

At HKFS we look to not only get the right people on the bus, but also get them in the right seats. Traditionally a financial advisor is pulled in many directions and wears many hats.


However, at HKFS we work to build a team of people who get to wear their favorite hat all day.


There are a number of roles to choose from: 


  • Associate Wealth Advisor: For those who enjoy working with people and building relationships. Our Associate Wealth Advisors act as a client’s main point of contact with our office and utilize internal resources to keep clients informed of changes to their account and financial plan.



  • Financial Planning Specialist: If you love to build financial plans and tackle complex financial questions than this is the job for you. We have roles available for those who like to work with others and put the plan together, and roles for those who would prefer to dive into a specific issue like tax or estate planning. 


  • Associate Portfolio Manager: If following the markets and tracking portfolio performance is more your speed, than joining our research team is the best decision, Work with our two sets of financial strategies to constantly monitor and update our investments and allocations. Collaborate with Associate Wealth Advisors to build client portfolios and integrate the two most important aspects of our business; asset management and financial planning.


  • New Business Associate: Do you enjoy meeting new people? As a member of our business development team you will become a mainstay in our local community; building lasting connections with others. You will also educate potential clients on the HKFS advantage as well as showing them the benefits of our firm and our vision.


We are always looking for new ways to better our clients’ financial future, so even if your ideal role is not listed above, please don’t hesitate to reach out; we may be able to create one for you!


Anyone can provide advice. At HKFS Our goal is to provide advice and guidance based on your needs. Access all of our expert financial advisors  – each one dedicated to doing what’s right for our clients. 

We deliver customized services that address your unique, comprehensive financial needs. To accomplish this, we incorporate a total wealth management approach that features:


  •   Personal Financial Planning

Financial planning is at the very core of the life planning services we provide to individuals and families seeking to build, preserve, and manage wealth over time.

Retirement income planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive financial plan
designed to help pursue multiple financial and lifestyle goals. Your plan also provides for your heirs and defines the legacy you choose to leave.


  •     Asset Management

Our clients require sophisticated and attentive asset management to help maximize their portfolios’ total returns in light of their risk tolerance. We construct each investment portfolio after a comprehensive analysis of your risk tolerance, investment objectives and time horizon.


After ascertaining these factors, we design an investment strategy to address your needs based on this investor profile. Our approach to effective asset management is
creating and maintaining a diversified investment portfolio that is designed to work for many years.*


  •    Tax Strategies

Nearly all financial decisions have tax ramifications. Tax liabilities associated with income, estate, gift and various state, excise and sales taxes can take a real toll on your wealth. We can coordinate the various aspects of your financial plan to help maximize tax-efficient strategies in line with pursuing your overall financial goals.


  •    Risk Management Solutions

Protecting yourself, your loved ones, your home or your business against unexpected events is a fundamental aspect of financial planning. Closing the gap on potential risks can be tricky without a comprehensive plan and process that methodically evaluates all potential risk factors.
Risk analysis is an integral part of our ongoing process. We continually identify and analyze all risk factors and make objective and unbiased recommendations to help you build the confidence you seek.


  •    Estate Planning

Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make
sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.

We help you articulate your estate planning goals and work closely with your tax and legal advisors to ensure your financial plan reflects your estate planning needs.
Whether you use a trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating today’s complicated tax and estate laws.

  •  Legacy and Charitable Giving

Charitable giving can provide tax benefits for you and your heirs. A full assessment of the short- and long-term tax and estate planning implications is conducted to help you address your wealth management objectives.

*No strategy assures success or guarantees against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified
portfolio. Diversification does not eliminate market risk.

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+1 315-203-5150



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