How it Works

Step 1

Fill out this short form. It’s important to provide us with as much information as possible so that we can get a full picture of your needs, obstacles, and goals.

Step 2

A member of our team will contact you to schedule an initial consultation, during which we’ll review the information you provided and determine which of our talented advisors we will place on your wealth management team. There’s no obligation past this step — we just want to connect!

Step 3

With your goals defined and your wealth management team in place, you’ll begin the onboarding process with our firm and start the journey toward your financial goals.

About Evensky & Katz / Foldes Financial Wealth Management

For over 35 years, Evensky & Katz / Foldes Financial Wealth Management has specialized in financial planning and goals-based investment management services for professionals, retirees, entrepreneurs, and more. The integrity of our experienced advice and our commitment to quality client services are what set us apart from a crowd and enable us to help our clients reach their financial goals, regardless of what those might look like.