Who We Help

Executives & Professionals
Retirees
Entrepreneurs
Young Accumulators
INSTITUTIONAL CLIENTS

Your Goals – They're Our Goals, Too

A Better Financial Plan

Life is constant change. So, we view your investment policy and financial planning process as a living and breathing item that needs consistent review. We work with you to develop an investment policy. Our fee-only, fiduciary standard management will achieve your strategic wealth management goals.

Build A Better Plan
Living Better. Enjoying Life More.
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Retirement

Go beyond using a monthly retirement income calculator, and feel confident about your decision to retire.

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Save For College

Plan for the rising costs of higher education with a team of experts; it takes more than money management worksheets.

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Investment Management

Customized portfolio design is at the core of our wealth management process. Do you know how much risk you need to take in order to accomplish all you want in life? Let us help you find out.

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Sell a Business

Transitioning out of your business can be complex; don't miss any risk management steps .

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Give / Philanthropy

Calculate your charitable donations wisely & accurately with our signature wealth management services.

Invest With Us, From Anywhere

Real Investment Advice From Our Experts

When you choose to invest your future with a firm, you need quick and easy access to your investing team and portfolio. We offer a complete virtual experience for every client. We offer secure video conferencing, with screen sharing capabilities, to go over financial reports and goals, a secure client portal to submit and send documents, and encrypted email services.

Try our virtual client experience!

ABOUT E&K

We're Focused On Your Needs

About Evensky & Katz / Foldes Financial

Strategic Portfolio Management Based in South Florida and West TexasWe're one of the largest independent Registered Investment Advisory Firms in South Florida and West Texas. We have offices in Coral Gables, Florida and Lubbock Texas. Our staff of 30, including 20 experienced CFP® practitioners currently advises $2 billion in assets. 35 years in our profession has taught us the keys to success are staying focused on our clients and honoring our fiduciary duty of care.Comprehensive Wealth Management that Works for YouOur boutique size and commitment to research serves you. This is in sharp contrast to the repeated breach of fiduciary duty on Wall Street and the financial services industry. We choose your financial future every time.

Meet Our Team

Financial info, tips, cool tidbits, and a little humor, too.

Our newsletter has it all.

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Life is Calling.

We Can Help You Answer.

We want your finances to be stress free. We make a plan from adviser you can trust. Our comprehensive Wealth Management service provides you with an evaluation of your financial life. You are part of a collaborative process created and managed by our firm. We work with you to achieve your strategic wealth management goals.

Contact Us

Fill out the form to get started with a plan and an advisor that you can trust.

4000 Ponce de Leon Boulevard, Suite 850 Coral Gables, FL 33146 Phone: 305-448-8882

Fax: 305-448-1326

Office hours:
Monday through Thursday: 9:00 am - 5:00 pm Friday: 8:30 am - 4:30 pm

Parking Garage located on Aurora Street

Contact Us

Fill out the form to get started with a plan and an advisor that you can trust.

PO Box 2744, Lubbock, TX 79408 Phone:806-747-7995

Fax: 806-747-8569

Office hours:
Monday through Friday: 9:00 am - 5:00 pm

Parking Location

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10900 Northeast 4th Street, Skyline Tower, Suite 2300, Bellevue, WA 98004 Phone: 425-658-0466