Your Financial Future,
Guided By Our Experts
Personalized Wealth Management
Advisors Who Work for You, Not Commissions
Evensky & Katz is a fiduciary wealth management firm built
on transparency, expertise, and a people-first approach.
We take a goals-based approach to investment management and financial planning, treating your strategy as something that should evolve with you. Our fee-only model means we’re fully aligned with your interests—no commissions, just clear investment strategies from a collaborative team of advisors. Whether you’re focused on portfolio construction, risk management, or long-term wealth planning, we’re here to help you move forward with confidence.
Get started with a personalized plan designed to evolve with you.
Connect with a trusted advisor today.
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
4000 Ponce de Leon Boulevard, Suite 850 Coral Gables, FL 33146
Phone: 305-448-8882
Fax: 305-448-1326
Office Hours: Monday through Thursday: 9:00 am – 5:00 pm Friday: 8:30 am – 4:30 pm
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
Pyramid Plaza, 3223 S Loop 289, Lubbock, TX 79423
Phone: 806-747-7995
Fax: 806-747-8569
Office Hours: Monday through Friday: 9:00 am – 5:00 pm
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
10900 Northeast 4th Street, Skyline Tower, Suite 2300, Bellevue, WA 98004
Phone: 425-658-0466
A Fiduciary Firm You Can Trust
Personalized Wealth Management, Backed by Expertise
As an independent Registered Investment Advisor, we prioritize your financial well-being above all else. While we serve clients across the U.S., our offices in South Florida, West Texas, and Washington are home to a dedicated team of 40 professionals—including 19 CFP®* practitioners—managing over $3 billion in client assets. For nearly four decades, we’ve built our reputation on an unwavering fiduciary commitment. Unlike traditional Wall Street firms, our approach is personalized, transparent, and fully aligned with your best interests. Your financial future is our priority—always.
* The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if EKF is engaged, or continues to be engaged, to provide investment advisory services.