EKS Associates Email Format
Financial ServicesNew Jersey, United States2-10 Employees
EKS Associates is a fee-only financial life planning firm serving clients in the Princeton area. It takes a holistic, independent approach to financial planning, guiding clients through a six-step process that starts with data gathering and ends with the implementation and ongoing monitoring of a personalized plan. The firm emphasizes ongoing professional oversight and objective advice, supported by a team of Certified Financial Planners, Certified Public Accountants, and Personal Financial Specialists. Based in Princeton, New Jersey, EKS Associates has more than two decades of experience in helping individuals pursue their personal and financial goals. The organization is recognized for its expertise and is occasionally sought out by media for industry insights and community education.