E.A. Buck Financial Services was founded on the principle that everyone deserves access to personalized financial planning. For over 40 years, we have been dedicated to helping families in Hawaii and across the continental United States with a range of services including retirement planning, wealth management, tax strategies, estate planning, social security reviews, and life insurance. Through our sister company, E.A. Buck Accounting & Tax Services, we offer additional services such as tax preparation, bookkeeping, and payroll. Federal Benefits Made Simple, another E.A. Buck company, focuses on helping federal employees navigate their benefits and retirement options. With a presence in eight locations across four states, E.A. Buck continues to build on its legacy of delivering accessible, exceptional financial services under the steadfast leadership of Katie and Jeff Buck.

Katie Buck and Jeff Buck are the driving forces behind our firm's success and growth. Katie, as CEO, has been instrumental in transforming E.A. Buck from a single-location operation in Hawaii into a thriving enterprise with 12 locations across 5 states. Her leadership has been pivotal in expanding our services to include accounting and tax services, as well as federal benefits and retirement planning. Jeff, with his extensive background in financial services and real estate, plays a crucial role in delivering experienced financial guidance to our clients. His passion for helping clients understand their financial options and develop effective strategies complements Katie’s visionary leadership. Together, they ensure that E.A. Buck continues to provide high-quality, personalized financial solutions in an ever-evolving market and stay true to our mission: to make a difference for the everyday working family. 

Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.