SEC CRD #801-80182
EKS Associates | Fee-Only Financial Planning in New Jersey Fee-Only Financial Planning Designed to Help you Achieve Financial Independence EKS Associates is a fee-only financial planning firm in Princeton, NJ. For more than 30 years, we have developed comprehensive financial plans for clients wishing to achieve financial independence. Your goals and values come first. We act as your fiduciary, ensuring recommendations are tailored to your needs. Connect with our team today and discover if we are the right financial planning firm for you. Learn More Fee-Only Financial Planning Centered Around Your Goals Financial independence means different things to different people. We define financial independence as having the freedom to do what you want, when you want, without worrying that it will negatively impact your financial future. The financial plans we develop are designed just for you. We ask strategic questions, listen to what is important to you, help you define and prioritize your short- and long-term goals, and then present an actionable plan to help you achieve your financial and personal life goals. You aren t alone after the initial implementation either. Following the initial implementation of your plan, we provide recommendations for ongoing maintenance and monitoring . Life happens fast, and we are with you every step of the way. Learn About Our Approach What Is Comprehensive Financial Planning ? Comprehensive financial planning provides a clear picture of where you s
TRACY HAGBERG
CCO
๐ (609) 921-1016
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AUM
$324M
Check Size
$1Mโ$1M
Location
PRINCETON, NJ
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