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.

Founded in

United States