Evensky & Katz / Foldes Wealth Management is an independent, fee-only registered investment advisory (RIA) firm dedicated to providing comprehensive financial planning and investment management. Founded on the principles of fiduciary duty, the firm resulted from the merger of Evensky & Katz, established by industry pioneers Harold Evensky and Deena Katz, and Foldes Financial Management. Their mission is to help clients achieve their financial goals through a disciplined, evidence-based approach, focusing on long-term wealth preservation, growth, and personalized financial strategies.

Founded in

United States