Business Details
Your Trusted Fee-Only Financial Planning Partner in Princeton, NJ
EKS Associates is a fee-only financial planning firm dedicated to helping clients achieve financial independence through personalized, comprehensive strategies. With over three decades of experience, we prioritize clients' goals and values while acting as fiduciaries to ensure tailored recommendations. Our six-step approach addresses retirement planning, family wealth transfer, socially responsible investing, and charitable giving.We provide ongoing monitoring to adapt to life's changes, combining expertise with a commitment to transparency. Our team includes Certified Financial Planners, Certified Public Accountants, and specialists in philanthropy, all focused on empowering clients to make informed financial decisions aligned with their unique aspirations.
Services
Comprehensive Financial Planning
Family Wealth Planning
Socially Responsible Investing
Charitable Planning
Financial Learning Seminars
Highlights and features
- We have over 30 years of experience in fee-only financial planning.
- Our team includes Certified Financial Planners and tax specialists.
- We act as fiduciaries, prioritizing client-first recommendations.
- We offer ongoing monitoring for evolving financial needs.
- Our comprehensive approach integrates retirement, wealth transfer, and charitable planning.
Services
Comprehensive Financial Planning
Our comprehensive financial planning service creates tailored strategies to help clients achieve financial independence. We analyze retirement needs, wealth transfer goals, and risk management while aligning investments with personal values. This service ensures all aspects of your financial life work cohesively toward long-term objectives.
Family Wealth Planning
Family wealth planning focuses on preserving and transferring assets across generations. We develop strategies for gifting assets at optimal times while minimizing tax implications. This service safeguards financial legacies and ensures future generations maintain the family's financial success.
Socially Responsible Investing
Socially responsible investing integrates environmental, social, and governance (ESG) factors into portfolio management. We help clients align investments with their values while pursuing long-term financial returns. This service supports causes important to clients through sustainable investment strategies.
Charitable Planning
Charitable planning optimizes tax-efficient giving strategies for clients. We help structure donations ranging from $100 to $1 million while maximizing tax benefits. This service ensures charitable contributions align with both financial goals and philanthropic aspirations.
Financial Learning Seminars
Our financial learning seminars provide educational opportunities on retirement planning, investment strategies, and tax-efficient giving. Led by credentialed advisors, these sessions empower attendees with knowledge to make informed financial decisions aligned with their life goals.
People
Howard Hook
Certified Financial Planner
Howard Hook is a fee-only financial planner with expertise in retirement and tax-efficient giving strategies. He frequently speaks at community events and contributes to financial education initiatives.
Questions
What does 'fee-only' financial planning mean?
Fee-only financial planning means we receive no commissions or incentives, ensuring unbiased recommendations solely focused on your financial goals and best interests.
What services do you offer?
We offer comprehensive financial planning, family wealth transfer strategies, socially responsible investing, charitable planning, and educational financial seminars tailored to client needs.
How are you different from other financial advisors?
As fiduciaries, we prioritize client needs above all else. Our team includes Certified Financial Planners and tax specialists with decades of combined experience in personalized financial strategy.
Do you work with clients outside Princeton, NJ?
While based in Princeton, NJ, we serve clients nationwide through virtual consultations and ongoing digital monitoring of financial plans and investments.
How often do you review financial plans?
We provide ongoing monitoring and recommend annual reviews or whenever significant life changes occur to ensure your financial plan remains aligned with your evolving goals.
