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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Seven Small Updates That Could Make a Big Difference
Each year brings small but meaningful changes that can impact how we save, spend, travel, and plan for retirement. He...
Happening Now: Medicare Advantage Open Enrollment
Medicare Advantage Open Enrollment runs Jan 1–Mar 31. Our latest Medicare article outlines how to ensure your cover...
Celebrate Financial Wellness Month with Practical Strategies for Success
January is Financial Wellness Month, and the perfect moment to reflect on your financial goals and plan with purpose....
Executor vs. Trustee: What’s the Difference and Why It Matters
What’s the difference between an Executor and a Trustee — and why does it matter? This article explains the roles...
Why December Inspires Giving and How to Maximize Your Impact
December is the most charitable month of the year—and for good reason. The holidays inspire gratitude, community, a...
Prepaying Your State Income Taxes in December May Reduce Your Federal Taxes
New changes to the SALT deduction rules reopen a once-popular year-end planning strategy. Learn when prepaying your Q...
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...
Phone
Fax
(609) 921-2681
Address
601 Ewing Street, Suite A-7
Princeton, NJ 08540