EKS Associates

EKS Associates is a fee-only, comprehensive financial life planning firm that has been helping clients in the Princeton area to achieve their personal and financial goals for more than 25 years. We practice a holistic and independent approach to financial planning. Our clients know they will receive steady guidance, independent and expert advice, and ongoing monitoring from us. In order to ensure a clear picture of where one is financially, our planning process relies on an integrated six-step process, beginning with a comprehensive data gathering meeting and review of one’s entire financial life, and ending with the presentation, implementation and ongoing monitoring of a financial plan designed to help clients achieve their goals. Our advisors are Certified Financial Planners, Certified Public Accountants, and Personal Financial Specialists. They have been recognized as Five Star Wealth Managers and included in Medical Economics’ listing of Financial Advisors for Doctors numerous years in a row. In addition, we are frequently contacted by the media for our industry insights and expert opinions and can be found presenting to the community throughout the year.

网站

https://www.eksassoc.com

EKS Associates的外部链接

所属行业

金融服务

规模

2-10 人

总部

Princeton，New Jersey

类型

私人持股

领域

Fee-only Financial Planning、Registered Investment Advisors、Family Wealth Planning、Socially Responsible Investing和Retirement Planning