Howard Hook, CFP®, CPA, CAP®

Principal and Sr. Wealth Advisor

Howard Hook, CFP, CPA

“I believe the work we do positively impacts our clients' lives. We have meaningful conversations about what they wish to accomplish for themselves and their families. These revelations - combined with an in-depth financial review of their current position - helps clients to define their success by more than the performance of their portfolio. When all is said and done, individuals measure their lives not by the numbers on their investment report, but on how fulfilled a life they led.”

2024 Five Star Wealth Manager Award Emblem

Howard Hook is a principal and senior wealth advisor with Access Wealth and its affiliate EKS Associates. A CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant, and a Chartered Advisor in Philanthropy, he has more than 30 years of experience in the financial advisory profession.

His independent approach to comprehensive financial planning provides clients with confidence that all recommendations are in their best interest, free from conflict, and tailored to meet their needs and goals. His planning style is unique, incorporating considerable time for client education, as he believes understanding the approach makes a profound difference in clients’ lives.

Howard is passionate about supporting charitable causes. He helps like-minded clients by determining how much they can afford to give, the best ways to give, and the best time to give.

Howard is a ten-year Five Star Wealth Manager award winner (2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024) and has been recognized repeatedly by Medical Economics magazine.

Writing and Speaking Accomplishments

  • Guest Speaker at the Association of Women in Rheumatology (AWIR) Annual Conference: “Stop Looking at Your Investments and Do This Instead”
  • Regular contributor to (syndicated through and The Star-Ledger), SBH Physician magazine, and
  • Interviewed by The Wall Street Journal, The New York Times, Fortune, New York Post, Newsday, Huffington Post, Financial Advisor, Money, and more
  • Featured on New York 1 Money Matters, WABC Radio,,,, and
  • Guest speaker at William Paterson University Student Chapter of the Financial Planning Association
  • Former contributor to The Star-Ledger’s “Get with the Plan” and “Biz Brain” financial columns before they were retired, as well as New York Daily News “Daily Views” column
  • Two-time panelist and breakout speaker at The Star-Ledger’s Annual Road to Personal Wealth Conference

Community Involvement

  • Sits on the Board of Directors of HomeCare Options, a home health agency in Passaic County
  • Teaches a variety of financial planning and investment courses at Princeton Adult School throughout the year
  • Member of Shomrei Torah Synagogue’s Finance Committee, Vice President of Finance and Fundraising, and past Treasurer (Wayne, NJ)

Howard is a member of the Princeton Regional Chamber of Commerce and the Financial Planning Association. He earned his Bachelor of Science degree in Accounting from Binghamton University, received his CFP® designation from the College for Financial Planning, and earned his Chartered Advisor in Philanthropy® (CAP®) designation from The American College of Financial Services.

Recent Articles

Deciding if an Intrafamily Loan Makes Sense

Howard Hook - Jun 29, 2020

Teach Your Children Well

Howard Hook - Mar 21, 2019

How to Donate and Still Benefit

Howard Hook - Mar 06, 2019

Charitable Giving Under the New Tax Laws

Howard Hook - Aug 15, 2018