About

Nationally recognized as one of the leading fee-only planning firms in the US.

Evensky & Katz / Foldes Financial Wealth Management is one of the largest independent Registered Investment Advisory Firms in South Florida with a staff of 30, including 19 experienced CFP practitioners and responsibility for the fiduciary management of assets exceeding $1.6 billion. A product of a merger between Evensky & Katz Wealth Management and Foldes Financial Management, the firm plans to continue its heritage of delivering highly customized, fully objective, client-focused, financial advice.

For more information on Evensky & Katz / Foldes Financial Wealth Management please visit: www.ek-ff.com