Professional fiduciaries putting your needs first.
At Evensky & Katz / Foldes, we’re more than a fee-only, registered investment advisor that provides investment and financial planning services — we’re a dynamic team driven by excellence and innovation. Our culture thrives on dedication, collaboration, and continuous learning, rooted in a legacy of academic and industry leadership. Here, contributions are celebrated, and growth is a priority. We value transparency, trust, and a shared commitment to delivering exceptional service.
