Client Portal
Links to Account Logins

View your TD Ameritrade Accounts

View your Charles Schwab accounts

Log into eMoney Advisor
A secure way to exchange personal documents with your wealth advisor.
NEW USERS, contact an advisor to get set up
EKS Associates Fact Finder

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
Stay up-to-date on everything that’s happening. Subscribe to our Newsletter today.
Is the U.S. Economy in a Recession?
Many Americans believe the U.S. economy is in a recession. Yet many economic indicators remain strong. This can be co...
Do This Before Upgrading Your Smartphone
Whether you like to have the latest and greatest in smartphones and tablets, or your device is ten years old and no l...
Who is IRMAA, and Why Does She Hate Me?
IRMAA is an unavoidable surcharge that Medicare recipients must pay at some point. Learn when it impacts you, how it&...
How to Help Your Child Buy a Home
Homeownership is part of the American Dream. As prices increase, many young people seek help from their parents. Here...
Why Now May be a Good Time for Roth IRA Conversions
Making a Roth IRA Conversion can benefit you in many ways. A downmarket could present a unique opportunity for a Roth...
Pros and Cons of Buying a Vacation Home
Buying a vacation home can be a reality if you plan properly. Understand the pros and cons of owning a vacation home....
Buying Individual Stocks is a Dangerous Game
Buying stocks is tempting when the stock market goes up, but it can be a dangerous way to invest. See how stock picki...
May 29 is 529 Plan Day
May 29 is 529 Plan Day, a day to highlight the importance of these tax-advantaged college savings accounts. Here̵...
With Workers in Short Supply, Many Seniors Are Unretiring
During the pandemic, millions of seniors left the workforce. Now, many are unretiring and returning to work. HereR...