reading-material

Evensky & Katz/ Foldes Wealth Management Brochure
Evensky & Katz/ Foldes Wealth Management Brochure

Learn a little about us and driving philosophy.

Meet the Team
Meet the Team

Evensky & Katz/ Foldes Financial Wealth Management Company Directory

Find a Financial Planner Who's a Cool Cucumber
Find a Financial Planner Who's a Cool Cucumber

Don't panic, and look for an adviser who will look out for your best interests.

Clients Misbehavin'
Clients Misbehavin'

Nobel laureate Daniel Kahneman applies lessons from behavioral finance to client management.

Fiduciary Oath
Fiduciary Oath

Putting My Clients' Interest First

Firm Brochure Form ADV Part 2A & 2B
Firm Brochure Form ADV Part 2A & 2B

The brochure provides information about the qualifications and business practices of Evensky & Katz / Foldes Wealth Management.

questionnaire

FinaMetrica Questionnaire
FinaMetrica Questionnaire

A Risk Tolerance Questionnaire