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EKS Associates Employee Directory

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.

Find EKS Associates employees' phone numbers or email addresses

EKS Associates Global Highlights

Location
Employees

North America
4

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  • United States Of America
    3
  • Canada
    1

EKS Associates's Leadership

  • Stylized image of a person
    H. H.
    Principal, Senior Wealth Advisor And Fee-Only Certified Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. S.
    Senior Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Client Support Specialist
    Phone icon
    Mobile Phone

EKS Associates Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from EKS Associates

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    H. H.
    Principal, Senior Wealth Advisor And Fee-Only Certified Financial Planner
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Jun 25, 2026
  • Stylized image of a person
    E. S.
    Senior Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    J. H.
    Client Support Specialist
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Dec 31, 2025

Frequently Asked Questions

What is EKS Associates known for?

Minus sign iconPlus sign iconEKS Associates operates in the Financial Services industry. The company's main headquarters is located in 601 Ewing Street Suite A-7 Princeton, New Jersey 08540 United States; you can contact the main corporate office by phone at
+1-609-921-****
. Explore EKS Associates's company overview page for more information.

What is EKS Associates's most common email format?

Minus sign iconPlus sign iconEKS Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EKS Associates email formats with LeadIQ.

How many employees does EKS Associates have currently?

Minus sign iconPlus sign iconEKS Associates has approximately 3 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are EKS Associates's key employees and leadership?

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As of May 2026, EKS Associates's key employees include:

  • Principal, Senior Wealth Advisor And Fee-Only Certified Financial Planner: H. H.
  • Senior Wealth Advisor: E. S.
  • Client Support Specialist: J. H.

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