Lane Jones is a Principal and Chief Investment Officer at Evensky & Katz / Foldes Wealth Management, bringing over two decades of experience in wealth management. Known for his clear and methodical approach, Lane specializes in investment management, financial planning, and tax strategy, but it’s his ability to translate complex market conditions into practical guidance that truly defines his work. 

At the heart of Lane’s approach is a belief in helping clients navigate the inevitable fluctuations of the market with calm and clarity. He provides thoughtful perspectives on investment choices, aiming not just to inform but to build confidence, particularly during times of market uncertainty. His insights, often shared through the firm’s regular market updates, are focused on helping clients avoid knee-jerk reactions and make decisions grounded in long-term objectives. 

Lane chairs the firm’s investment committee and serves on the Board of Managers at Evensky & Katz / Foldes Wealth Management. He currently sits on the board of the Baptist Health Foundation and the foundation council for the Miami Cancer Institute. Lane has also served on the Investment Committee of Baptist Health South Florida, where he helped oversee the management of its multi-billion-dollar investment portfolio. He previously served on the executive committee of the Baptist Health Foundation, where he chaired the Pediatric Council, and has been a member of JPMorgan’s RIA Advisory Council. 

Lane has been quoted in various media outlets, including the Wall Street Journal, Financial Times, Miami Herald, and Newsweek, providing expert commentary on investment trends and financial topics. He was also a recurring guest commentator on CBS4, South Florida’s CBS affiliate, as part of their “4YourMoney” segment, offering insights on the economy and investments. 

Lane holds a Bachelor of Science in Finance from the University of Florida and is a Certified Financial Planner™ (CFP®) and a Chartered Financial Analyst (CFA). A lifelong Miami resident, Lane currently resides in South Miami with his wife Macarena and their two children. Outside of work, he enjoys golfing, reading, and spending time with family. His commitment to the core values of Evensky & Katz / Foldes Wealth Management—People, Community, Stewardship, Fiduciary, Trust, and Accountability—guides his work, both professionally and personally.