Client Access
Log into eMoney Advisor
A secure way to exchange personal documents with your wealth advisor.
NEW USERS, contact an advisor to get set up
View your Charles Schwab accounts
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.
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...
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...
Phone
Fax
(609) 921-2681
Address
601 Ewing Street, Suite A-7
Princeton, NJ 08540