Certifications: CFP®
Meet Michael Walsh, a dynamic Principal and Wealth Manager at Evensky & Katz/Foldes Wealth Management. Beginning his career in 2009, Michael is not just a financial expert with over a decade of experience; he is a passionate advocate for his clients and the community. Michael chairs the firm’s Company Retirement Plan division and is renowned for his expertise in charitable planning. He believes that wealth management is not just about numbers; it’s about making a meaningful impact in people’s lives. His commitment to philanthropy drives him to create tailored strategies that empower individuals and organizations to realize their personal dreams and charitable visions.
Michael’s educational journey includes a Master’s degree in Personal Financial Planning from Texas Tech University and a Bachelor’s degree from William Paterson University. His professional trajectory reflects a blend of academic rigor and practical experience, having served as a co-instructor for undergraduate and graduate-level classes at Texas Tech. Serving on the executive committee and as Chair of the Coral Gables Community Foundation (2024-2025), he transformed the organization’s impact, elevating annual giving from $900,000 to $5.5 million. His leadership also facilitated tens of millions of dollars in scholarships and community grants, showcasing his unwavering dedication to fostering a vibrant, philanthropic community.
Outside of work, Michael embraces a life of intention, striving to make a positive difference in every interaction. Together with his better half, Oriana, he is dedicated to living purposefully, whether on the golf course, during a run, or in the community. Michael is deeply committed to the academic legacy of Evensky & Katz / Foldes, always working to uphold the firm’s values—People, Community, Stewardship, Fiduciary, Trust, and Accountability. “At Evensky & Katz/Foldes Wealth Management, we believe in the power of community and stewardship,” he says. “Our goal is not just to manage wealth but to create lasting positive impacts for our clients and the communities we serve.”

When families embark on a philanthropic journey, they often consider whether to create a private family foundation (PFF) or establish a donor-advised fund (DAF). Both vehicles are powerful tools, each with distinct advantages. In practice, many families find that using both together can provide the flexibility, simplicity, and impact they seek. With careful planning, the…

It’s all the buzz… Congress passed another “new law” — the One Big Beautiful Bill Act (OBBBA). In it, major changes to the OBBA §179 deduction start in 2025. For small and mid-sized businesses, this could result in significant tax savings and better cash flow when investing in equipment, technology, or improvements. Forget all the…

For families and individuals who want their wealth to reflect their values, estate planning is about more than numbers—it’s about purpose. Many seek ways to have a lasting philanthropic impact while also ensuring their loved ones are supported for generations. A Charitable Lead Trust (CLT) is one strategy that can help accomplish both. Real-Life Scenarios:…

Because Giving Shouldn’t Mean Giving Something Up Imagine this: You’ve worked hard, invested wisely, and now you’re thinking about how to share that success—not just with your loved ones, but with the causes and communities that shaped your journey. The question is no longer if you should give. It’s how to give meaningfully—without compromising your…

At Evensky & Katz / Foldes, we believe that wealth is more than just a means to financial security—it’s a powerful tool for creating meaningful, lasting change in both personal lives and the communities we serve. As a trusted guide in wealth management, I work closely with my clients to craft charitable strategies that not…

We were delighted to host the seventh annual Vinos at The Plaza Wine Auction. Get ready for an unforgettable evening of exceptional wines, gourmet dining, and lively entertainment, all in support of the Coral Gables Community Foundation’s scholarship and grant-making programs. We are honored to have Mayor Vince Lago and Olga Mari Lago serve as…

We are delighted to host the sixth annual Vinos at The Plaza Wine Auction. Enjoy an unforgettable evening of exceptional wines, gourmet dining, and lively entertainment—all in support of the Coral Gables Community Foundation’s scholarship and grant-making programs. We are honored to have Mayor Vince Lago and Olga Mari Lago serve as honorary chairs for…

The Harvest Moon Jazz Concert, hosted by the Coco Plum Women’s Club, is a celebration of music and philanthropy, benefiting PATCHES PPEC. This organization is dedicated to providing compassionate medical care for children with complex health needs. The evening will feature the soulful sounds of renowned saxophonist Wayne Gutshall and his talented trio, creating a…

A Night of Philanthropy and Impact Evensky & Katz / Foldes is honored to support the 39th Annual American Red Cross Ball, a premier fundraising event hosted by the Greater Miami & The Keys Chapter of the American Red Cross. This distinguished evening brings together community leaders, philanthropists, and corporate partners to celebrate humanitarian efforts…

We were delighted to host the fifth annual Vinos at The Plaza Wine Auction. This year’s event was an unforgettable evening of exceptional wines, gourmet dining, and lively entertainment, all in support of the Coral Gables Community Foundation’s scholarship and grant-making programs. We were honored to have Mayor Vince Lago and Olga Mari Lago serve…
