Howard Hook, CFP®, CPA, CAP®

"I believe the work we do positively impacts our clients' lives. We have meaningful conversations about what they wish to accomplish for themselves and their families. These revelations - combined with an in-depth financial review of their current position - helps clients to define their success by more than the performance of their portfolio. When all is said and done, individuals measure their lives not by the numbers on their investment report, but on how fulfilled a life they led."

Howard Hook is a principal and senior wealth advisor with EKS Associates (as well as its affiliate, Access Wealth). A CERTIFIED FINANCIAL PLANNERTM professional, Certified Public Accountant, and Chartered Advisor in Philanthropy® (CAP®), he has more than 30 years of experience in the financial advisory profession.

His independent, fee-only approach to comprehensive financial planning provides clients with confidence that recommendations are in their best interest, free from conflict, and tailored to meet their needs and goals. His planning style is unique, incorporating considerable time for client education, as he believes understanding the approach makes a profound difference in clients’ lives.

Howard is passionate about supporting charitable causes. He helps like-minded clients by determining how much they can afford to give, the best ways to give, and the best time to give.

In recognition of his work and the value he provides, Howard is a ten-year Five Star Wealth Manager award winner (2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024), and has been recognized repeatedly by Medical Economics magazine

Writing and Speaking Accomplishments

  • Guest Speaker at the Association of Women in Rheumatology (AWIR) Annual Conference: “Stop Looking at Your Investments and Do This Instead”
  • Regular contributor to (syndicated through and The Star-Ledger), SBH Physician magazine, and
  • Interviewed by The New York Times, The Wall Street Journal, Fortune, New York Post, Newsday, Huffington Post, Financial Advisor, Money, and many others
  • Guest speaker at William Paterson University Student Chapter of the Financial Planning Association
  • Featured on New York 1 Money Matters, News 12 NJ’s It’s Your Money, WABC Radio,,,, and
  • Former contributor to The Star-Ledger’s “Get With the Plan” and “Biz Brain” financial columns before they were retired, as well as New York Daily News “Daily Views” column
  • Two-time panelist and breakout speaker at The Star-Ledger’s Annual Road to Personal Wealth Conference

Community Involvement

  • Sits on the Board of Directors of HomeCare Options, a home health agency in Passaic County
  • Teaches a variety of financial planning and investment courses at Princeton Adult School
  • Member of Shomrei Torah Synagogue’s Finance Committee and past Treasurer and Vice President of Finance and Fundraising (Wayne, NJ)

Howard is a member of the Princeton Regional Chamber of Commerce and the Financial Planning Association. He earned his Bachelor of Science degree in Accounting from Binghamton University, received his CFP® designation from the College for Financial Planning, and earned his Charted Advisor in Philanthropy® designation from The American College of Financial Services.

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.

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