About Us

EKS Associates is a fee-only, comprehensive financial life planning firm that has been helping clients in the Princeton area achieve their personal and financial goals for 30 years. We practice a holistic and independent approach to financial planning, ensuring the long- and short-term implications of one's choices are proactively considered and balanced.

Products & Services
Comprehensive financial life planning gives you a clear picture of where you stand financially and provides you with direction and discipline to he...
Intergenerational Family Wealth Planning by EKS Associates
To assist clients with their desire to gift assets to family members now, as well as safeguard the success of future generations after they are gon...
Recommendations Given (2)
"Great service and drivers. "
"Eric is a high quality coach and trainer who cares about the players development. "

Team

Partner / Certified Financial Planner