Evensky & Katz / Foldes Financial Wealth Management Announces Four New Partners
Evensky & Katz / Foldes Financial is proud to announce four new partners in the firm
Anne Bednarz | Texas | Senior Financial Advisor | CFP®, AIF®
Anne has been with the firm since 2012 and currently assists with the management of client relationships. She graduated with her Master of Science in Texas Tech University’s prestigious Personal Financial Planning program. She is active in the community volunteering for the Lubbock-Cooper ISD chapter of Future Farmers of America and was the 2020 Chair of the West Texas FPA Chapter. She currently resides in Lubbock, Texas with her husband and their five children.
Michael Hoeflinger | Florida | Wealth Manager | CFP®
Michael has been with the Evensky & Katz/ Foldes Financial Wealth Management family since 2008. He provides investment and wealth planning advice to high net worth individuals and families. He is a graduate of the Business Administration program at Florida International University. He currently resides in Miami Shores, Florida with his wife and three children.
Nyika Pyfrom | Florida | Director of Business Operations
Nyika has been with Evensky & Katz/Foldes Financial Wealth Management family since 1997. She spearheads the firm’s Portfolio Management, Operations, and Office Administration teams. She is a graduate of Miami Dade College with a degree in Nursing. She currently resides in Redland, Florida with her husband and their three children.
Michael Walsh | Florida | Wealth Manager | CFP®
Michael has been with the firm since 2014 and delivers strategic personal investment services to his private wealth clients. A New Jersey native, Michael is a graduate of the prestigious Personal Financial Planning Master’s Degree program from Texas Tech University. Michael is active in the community he currently serves as Treasurer on the Coral Gables Community Foundation board.
“I, along with the rest of our shareholders, could not be more pleased with the addition of these four incredibly talented individuals to our ownership team,” said Matt McGrath Managing Partner & Principal of Evensky & Katz / Foldes Financial. “With these four new partners on our team and 35 years of wealth management experience under our belts, we look forward to continuing to meet the diverse needs of our clients.”
Categories
Recent Insights
-
A New Addition, A New Plan: Financial Planning for Expecting Parents
Bringing home your first child is one of life’s most exciting milestones—and also one of the most transformative. You and your partner are stepping into new roles, new routines, and yes, new responsibilities. Financial planning strategies might not be the most glamorous part of preparing for a baby, but having a clear plan can bring…
-
Choosing the Right Fiduciary Support for Your Business’s Retirement Plan: 3(21) vs. 3(38)
As a business owner, managing your company’s retirement plan can feel like a balancing act. You want to offer a quality retirement plan to your employees while ensuring it meets regulatory requirements and stays competitive. One of the most important decisions you’ll face is selecting the right fiduciary support for your plan. The two primary…
-
Talk Your Chart | The Case For (and Against) a Fed Cut | Ep. 71
In Episode 71 of Talk Your Chart, Marcos and Brett debate whether the Fed should cut rates. Marcos argues the economy is strong enough to hold steady, while Brett makes the case for easing. Plus, they explore what a potential cut could mean for long-term rates, stock performance, and whether the Fed should even be…
-
The 401(k) You Left Behind — Wealth Management and Financial Planning Strategies to Protect Your Future
If you’ve ever switched jobs (and most of us have), chances are you left a retirement account behind. Maybe you figured it’s best left untouched — or maybe you just forgot about it altogether. But rolling over your old 401(k) into your current employer’s plan or into an IRA might be one of the easiest…
-
Why Smart Investors Rebalance: The Discipline Behind Thoughtful Portfolios
In investing, the hardest part isn’t always choosing what to buy—it’s knowing when and how to adjust. That’s where portfolio rebalancing comes in. At Evensky & Katz / Foldes, we believe thoughtful investing means staying aligned with your goals, applying disciplined financial planning, smart investment diversification, and not chasing returns. Thoughtful Investing Starts with Thoughtful…