trustfinance-logo
TrustFinance
e

evensky & katz / foldes financial wealth management

National flag images

United States

Founded in

1985 (40 Years)

Founded

Last online: No recent activity

Visit website

No Review

Not enough to calculate score

Verification on TrustFinance icon

Verification on TrustFinance

0.00

Traffic & Engagement icon

Traffic & Engagement

1.67

This company no score yet, be the first to review

Trustfinance icon

Provided by TrustFinance

building-icon

Company Information

Get to know evensky & katz / foldes financial wealth management

Founded in 1985 by Harold Evensky and Deena Katz, the firm has established itself as a nationally recognized wealth management provider. In 2021, it merged with Foldes Financial Management to become Evensky & Katz / Foldes Financial. The company operates on a "fee-only" model, emphasizing its fiduciary duty to act in the best interests of its clients. It offers a range of services including investment management, retirement planning, estate planning, and tax strategies to individuals, families, and institutions.

Show More

navigate-icon

Industry

  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

Contact

location-contact-icon

-

website-contact-icon

-

phone-contact-icon

-

email-contact-icon

-

Social

Company hasn't updated its information.

Users who look evensky & katz / foldes financial wealth management also look…

building-icon

TrustFinance

Exellent star rate icon4.79
Social scout image

Social Scout

See what Social Scout found of evensky & katz / foldes financial wealth management

Trustfinance icon

Provided by TrustFinance AI Analysis

Reviews

Total 0

Review analysis image

AI Review analysis

Let’s TrustFinance AI Summarize all the reviews for you.

Trustfinance icon

Provided by TrustFinance AI Analysis

Filter

5 Star

0%

4 Star

0%

3 Star

0%

2 Star

0%

1 Star

0%

Sort by

TrustFinance use cookie for analytics to improve your experience. Check all the information about ourCookies policy