Evensky Katz Foldes Wealth Management is a large independent Registered Investment Advisory firm with over 35 years of experience. With offices in South Florida, West Texas, and Washington, the firm specializes in comprehensive wealth management, offering financial planning and goals-based investment management services to executives, professionals, retirees, entrepreneurs, and young accumulators.
With a team of 35 professionals, including 19 experienced CFP practitioners, Evensky Katz Foldes Wealth Management currently advises $2.6 billion in assets. Their commitment to research and client-focused approach sets them apart, ensuring that clients receive personalized advice and a tailored investment policy to help achieve their strategic wealth management goals.
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