Meet Your Financial Team
As fee-only financial planners, we take our fiduciary responsibility very seriously. Our advisors are highly credentialed and include Certified Financial Planners (CFP®), Certified Public Accountants (CPA), Personal Financial Specialists (PFS), and Chartered Advisors in Philanthropy (CAP®). They bring decades of experience to the table and a passion for helping clients meet and exceed their personal and financial goals.
Let us help you become and remain financially independent. Our loyalty is always to you – our client.
Focused on Your Future
Whether you need to update your financial plan, or have never created a plan, you are in the right place.
Our team consists of Certified Financial Planners, Certified Public Accountants, and Personal Financial Specialists; all of whom are passionate about helping clients meet their personal and financial goals. We look forward to meeting you.
Learn More About Our Services
The financial plans we develop are comprehensive and designed to help you achieve and maintain financial independence. The plan is driven by your needs and goals.
Request a discovery call today. Share your priorities and concerns with us. We welcome the opportunity to explain our approach. You will clearly see how our fee-only financial planning process can help you achieve your short- and long-term goals.
Recent Insights From Our Advisors
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Beware of Holiday Shopping Scams
Holiday shopping brings great deals—but also a rise in scams. Criminals are using AI to create realistic websites, ...
EKS Proudly Supports the Fund for Women and Girls
EKS Associates is proud to support the Fund for Women and Girls, one of the many Grant and Scholarship Programs run b...
Howard Hook Featured in ‘Ask NJ Money Help’ Tax Planning Q&A
A reader recently submitted a question to the ‘Ask NJ Money Help’ column asking how to lower their daught...
Howard Hook and Darren Zagarola Offer New Course on Roth IRAs
The seminar, “Demystifying the Roth IRA,” breaks down how Roth IRAs work and why they may be a smart move...
Medicare Supplement Insurance (Medigap): Do You Need It?
Medicare offers a strong foundation, but it doesn’t cover everything. Medigap can help fill those coverage gaps by ...
How to Spot Financial Scams Before You Fall Victim
With scam tactics evolving fast in 2025, now is the time to sharpen your radar. This article walks you through the re...
Understanding the Real Costs of Medicare
Many retirees are surprised to discover that Medicare isn’t free. Each part—A, B, C, and D—comes with unique pr...
IRMAA Demystified: What High-Income Retirees Need to Know in 2025
IRMAA can raise your Medicare costs if you’re a high-income retiree. Here’s what to know for 2025 and how to plan...
Medicare 101: What You Need to Know Before You Enroll
Medicare is one of the biggest transitions in retirement. Whether you’re turning 65 or still working, this guide ex...
Phone
Fax
(609) 921-2681
Address
601 Ewing Street, Suite A-7
Princeton, NJ 08540