EVENSKY & KATZ/FOLDES FINANCIAL MANAGEMENT

Evensky & Katz/Foldes Financial Management is an investment advisory firm in South Florida with offices in Coral Gables, Florida and Lubbock Texas. Currently advising on approximately $1.8 billion in assets with a staff of 29, including 19 experienced CFP practitioners. With them you will gain a Financial Advisory team which has extensive experience and expertise in portfolio construction, risk management, manager selection and capital markets. They have been in this profession for over 30 years... and we believe the key to their success has been to stay focused on their clients’ and their needs. As a fee-only fiduciary financial advisor, founded in 1985, their revenues derive solely from fees paid directly to us by their clients. They have no potential conflicts associated with commissions or proprietary products. In the mid-1990s, recognizing a growing desire for more sophisticated retirement planning and investment advice, they created their specialized financial planning services program. They enjoy working with one another and with their clients. The independence and integrity of their advice, coupled with their unwavering commitment to quality client services, sets them apart in a crowd.More