Our Mission
Helping people live well.
We’re driven by our core values—celebrating our people, investing in our communities, and embracing responsible stewardship. We build lasting relationships and deliver expert guidance by prioritizing trust and accountability.
Together, we create a future where financial well-being and community growth go hand in hand.
Our History
Evensky and Katz / Foldes has a rich academic and philanthropic heritage, rooted in the pioneering work of our founders, Harold Evensky, Deena Katz, and Steven Foldes. With a legacy spanning over three decades, our firm has not only provided thoughtful financial advisory services but has also made significant contributions to the field of financial planning through extensive research and publication, including innovative investment strategies such as the “two bucket” cash flow strategy and the core and satellite strategy.
Originally founded in 1985, Harold Evensky and his cousin Peter Brown opened the firm under the name Evensky & Brown. In 1990, Deena Katz merged her practice with the firm, leading to the formation of Evensky, Brown & Katz, where Katz served as company President. The firm was relaunched as Evensky & Katz on its 20th anniversary.
In May 2008, Harold Evensky and his wife and business partner, Deena Katz, opened a financial planning office in Lubbock, Texas. Both former professors at Texas Tech University, Harold and Deena have authored numerous books and articles that serve as key resources in financial education. Their leadership and vision have earned them numerous accolades and positions on prestigious boards, including the CFP® Board of Governors and the Financial Planning Association.
Steven Foldes, with his rich background in law and business, gained notoriety in the early 1980s for popularizing “jellies” sandals. After five years as a client of Evensky & Katz, he founded Foldes Financial Management in 1996. The firm grew rapidly until 2014, when it merged with Evensky & Katz to form Evensky & Katz/Foldes Wealth Management, further strengthening our expertise and expanding our community-focused and philanthropic efforts.
Our leadership team exemplifies our commitment to excellence and innovation. At the helm is Matt McGrath, CFP®, Managing Partner, guiding our strategic vision with a keen focus on client success. Lane Jones, CFP®, CFA®, serves as our Chief Investment Officer, bringing a wealth of expertise in investment strategy and market analysis. David Garcia, CFP®, CPA, and Taylor Gang, CFP®, AIF®, serve as Wealth Managers, integrating comprehensive financial planning with tax expertise. David Evensky, RMA, Executive Vice President of Business Development, drives our growth initiatives with a focus on expanding client relationships and enhancing service offerings. Katie Salter, CPA, Principal and Senior Vice President, further strengthens our leadership team with her extensive background in accounting and finance, as well as her active involvement in community service and various professional organizations.
Our dedication to academic excellence and innovative thinking continues to drive us today. As we move forward, we honor our founders’ legacy by maintaining our commitment to excellence and integrity, ensuring that our clients receive intentional financial guidance and support.
What to expect when you work with Evensky and Katz / Foldes:
- Decades of experience in financial planning and wealth management.
- A dedicated team committed to the highest standards of service and expertise.
- A collaborative approach integrating financial advisors, analysts, and strategists.
- Strategic planning backed by in-depth research and financial analytics.
- Commitment to ethical, transparent, and holistic financial practices.
- Comprehensive financial services, including retirement planning, investment management, and tax strategy.
- Personalized, ongoing education and support on financial tools and strategies.
- Continuous post-advisory support and consulting.
Our Services
Evensky & Katz / Foldes Wealth Management is a fee-only financial advisory firm that embraces the fiduciary standard, placing our clients’ interests first. We provide wealth management services to corporate executives, professionals, physicians, business owners, retirees, and other affluent clients. Our services encompass financial objective determination, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, and retirement planning.
Utilizing a team approach, we analyze and strategize each client’s financial plan based solely on their specific needs, circumstances, and goals. We custody our clients’ assets at Schwab, Fidelity, and Vanguard utilizing both traditional and alternative asset classes to offer comprehensive, customized wealth management advisory services. As fiduciaries, we put our client’s interests first, act with integrity and honesty, and strive for excellence in every facet of our practice. Our firm is registered with the U.S. Securities and Exchange Commission, and all advisors are CERTIFIED FINANCIAL PLANNER® licensees and active members of The Financial Planning Association.
Helping People Live Well.
Save for College
Plan for the rising costs of higher education with a team of experts; it takes more than money management worksheets.
Investment Management
Customized portfolio design is key to our process. Do you know how much risk you need to take to achieve your goals? We’ll help you find out.
Retirement
Go beyond using a monthly retirement income calculator, and feel confident about your decision to retire.
Sell A Business
Transitioning out of your business can be complex; don’t miss any risk management steps.
Give / Philanthropy
Calculate your charitable donations wisely & accurately with our signature wealth management services.
Planning to Live Well.
At Evensky and Katz / Foldes, we are more than just financial advisors — we are a team of seasoned experts dedicated to guiding you toward financial success and a fulfilling life. With decades of combined experience, our thoughtful approach to financial planning ensures that your financial well-being is carefully considered and actively managed. From retirement planning to investment strategies, estate planning to tax optimization, we are committed to providing comprehensive solutions tailored to your unique needs and goals.
At the core of our practice lies a deep-rooted commitment to our clients’ success. We understand that your financial journey is not just about accumulating wealth but about living well and achieving peace of mind. That’s why we take the time to truly understand your aspirations, values, and concerns, crafting personalized strategies that align with your vision for the future. With Evensky and Katz / Foldes, you can trust that you’re in capable hands, backed by a team of experts who are dedicated to empowering you to live the life you’ve always dreamed of.
Our commitment to the community
Our commitment to making a positive impact extends far beyond financial planning. With over $1.2 million in donations to local non-profit organizations since 2006, we are deeply ingrained in the fabric of South Florida’s philanthropic landscape. Through strategic partnerships with organizations like the Coral Gables Community Foundation, we leverage our resources to address pressing community needs and empower future generations.
One of the cornerstones of our community engagement is the Evensky & Katz Charitable Fund at the Coral Gables Community Foundation, established by David Evensky, to serve as a central vehicle for our firm’s charitable giving. From supporting youth-related charities through initiatives like the “Motivated Youth Program” to fostering philanthropic education, we are dedicated to nurturing a culture of giving back.
Our team members actively serve in leadership positions with various non-profit organizations across the local community. From the Coral Gables Community Foundation to the Coral Gables Art Cinema, Nicklaus Children’s Hospital to Pridelines, our partners play instrumental roles in driving positive change.
Want to learn more about how we support the community?