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.
TD Ameritrade and Charles Schwab Merger Update
As you know, Charles Schwab acquired TD Ameritrade in 2020. Since then, they have worked hard to consolidate operatio...
The U.S. Debt Ceiling and What It Means for Investors
Everyone’s talking about the U.S. hitting the Debt Ceiling. Let’s explore what is happening and what it m...
Is Now the Time to Tap into the Increased Value of Your Home?
Home equity in the U.S. is at an all-time high. Yet, mortgage rates have more than doubled, and inflation is hurting ...
Five Things You Need to Do as You Approach Retirement
As you near milestone dates, you may find yourself thinking about retirement. In addition to thinking about it, you s...
Retirement Plan Contribution Deadlines
As the tax filing deadline approaches, it is important to understand the deadlines for retirement plan contributions....
What Does a Bank Failure Mean for You?
Bank failures are scary. But there are ways you can protect your finances.
...Is it Time to Invest in Solar Energy?
Solar energy is gaining in popularity. Here are some things to consider as you determine if solar energy is right for...
Older Adults’ Guide to Income Streams and Money Management in Retirement
Heading into retirement, the last thing you want to worry about is money. It’s essential to understand how you ...
When Do I Have to Take My First IRA Distribution?
It can be confusing to figure out when to begin taking Required Minimum Distributions. Here are some rules to be awar...