Evensky & Katz / Foldes Wealth Management
PORTAL ACCESS ACKNOWLEDGMENT


As a client of Evensky & Katz / Foldes Wealth Management (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of the Company’s Internet web site. I understand that my participation will allow me to review certain investment-related information published by the Company and unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold the Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Evensky & Katz / Foldes Wealth Management
PORTAL ACCESS ACKNOWLEDGMENT


As a client of Evensky & Katz / Foldes Wealth Management (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of the Company’s Internet web site. I understand that my participation will allow me to review certain investment-related information published by the Company and unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold the Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Professional Fiduciaries Putting Your Needs First.

Rest easy. You spent years working hard. You planned, researched, spent smart, and you still have questions.

How do you know if you can afford to retire or pay for your kids' college tuition? How do you plan to provide for a special-needs child or an ailing parent? Do you have enough insurance? Are your estate plan services adequate? Can your estate afford to gift anything?

These questions are complex, but that's where we come in. Our goal is for you to enjoy your life without the worry, stress, and fear associated with what tomorrow may bring.

about us split

In Need Of A Better Financial Plan?

Let's Build a Future With Vacations and Retirement.

The worries that keep you up at night are the reason we started our firm. Are you wondering what your max Roth IRA contribution is? Or which qualified retirement plan is best suited for your needs? If you’re taxed on investment income, are there tax strategies you may be missing? Will you pay taxes on investment income? Will you be able to retire?


We know the answers to all of these questions. Because we spend every day watching markets, staying up-to-date on industry regulation, and studying short-term and long-term trends. We know your retirement plan limits. We know your goals. We practice agile risk management. We provide comprehensive wealth management.


We focus on proactive, integrated wealth management and principles for responsible investment. We seek to help you achieve peace of mind knowing we worked together to create a roadmap to your goals.

Our recommended investment strategies are based on your financial planning goals. We're not trying to sell you another product you don't need. We're here to plan for life's surprises, big and small.

Let's make a plan!


*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. EKF does not serve as an attorney, accountant, or insurance agent. EKF does not prepare legal documents or tax returns, nor does it sell insurance products. 

If You're Tired Of Conflicts Of Interest

And Ready For Financial Management Transparency...

We use a rigorously disciplined process and our high fiduciary standard. We provide research and industry expertise and 35-plus years of experience. Our financial planning services go beyond investments. We want to help you create diversified investments and a balanced portfolio to get where you want to go. Do you want a financial quarterback and sounding board for college planning, insurance, business, or estate planning services?


Our Goal: For you to sleep better with the peace of mind that comes from confidence you're ready for the future.


You're ready for life.

Remote Capabilities

Invest With Us, From Anywhere

Real Investment Advice From Our Experts

When you choose to invest your future with a firm, you need quick and easy access to your investing team and portfolio. We offer a complete virtual experience for every client. We offer secure video conferencing, with screen sharing capabilities, to go over financial reports and goals, a secure client portal to submit and send documents, and encrypted email services.

Try our virtual client experience!

Our Team

Mena Bielow

Chief Financial Officer / Chief Compliance Officer & Principal

David S. Evensky

Chief Marketing Officer & Principal

Brian Fischer

Senior Financial Advisor & Principal

Courtney Grusendorf

Client Service Associate

Michael Hoeflinger

Wealth Manager & Principal

Lane M. Jones

Chief Investment Officer / Wealth Manager & Principal

Deana Kelly

Director of Portfolio Management

Matt Lawrence

Client Service Associate

Matthew A. McGrath

Managing Partner / Wealth Manager & Principal

Natalie Painter

Operations Associate/ Marketing Coordinator

Nyika Pyfrom

Director of Business Operations & Principal

Michael Scheinberg

Portfolio Management Associate

Marcos A. Segrera

Wealth Manager & Principal

Katherine Sojo

Senior Financial Advisor & Principal

Erica Voltaire

Client Service Associate

Conlee Carrasco

Client Service Associate

Anne Bednarz

Senior Financial Advisor & Principal

Katie Salter

Senior Vice President & Principal

Deena B. (Katz) Evensky

Founder

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, 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.

Investing In Community

Throughout our 35-plus years in business, we’ve had the pleasure of working in the charitable arena with many great non-profit organizations. We are proud to support our communities! See below for upcoming and past events.

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October 21st, 2022 Annual Charity Classic event
October 21st, 2022 Annual Charity Classic

17th Annual Charity Classic was held on Friday, October 21st, 2022 at the beautiful Crando...

July 23rd, 2022 Habitat For Humanity event
July 23rd, 2022 Habitat For Humanity

Employees volunteered with the Habitat for Humanity chapter of Greater Miami and put the f...

November 7th, 2018 An Evening on the Bay event
November 7th, 2018 An Evening on the Bay

Our first annual wine auction benefiting the Coral Gables Community Foundation...

November 16th, 2018 14th Annual Charity Classic Golf Tournament event
November 16th, 2018 14th Annual Charity Classic Golf Tournament

Our 14th annual Charity Classic Golf Tournament, benefiting Mt. Sinai!...

January 26th, 2019 Community Day of Service event
January 26th, 2019 Community Day of Service

Community Day of Service at George Washington Carver Elementary....

Katie Salter Awarded Golden Apron Award event
Katie Salter Awarded Golden Apron Award

Very proud of our Katie Salter for receiving Golden Apron Award, second year in a row from...

May 2, 2019 Miracle Society Cocktail Reception event
May 2, 2019 Miracle Society Cocktail Reception

Our second annual Miracle Society Cocktail Reception benefiting the Big Brothers Big Siste...

2019 YMCA of South Florida Swim Suite Drive event
2019 YMCA of South Florida Swim Suite Drive

Proudly supporting YMCA of South Florida’s 2019 Swim Suite Drive – Swim for Jenny Week...

November 8th, 2019 15th Annual Charity Classic Golf Tournament event
November 8th, 2019 15th Annual Charity Classic Golf Tournament

Our 15th annual Charity Classic Golf Tournament, benefiting Friendship Circle, Pridelines,...

November 15th, 2019 Vinos at the Venetian event
November 15th, 2019 Vinos at the Venetian

Our second annual wine auction benefiting the Coral Gables Community Foundation...

The Giver: David Evensky event
The Giver: David Evensky

Coral Gables Magazine honors David Evensky as a local philanthropist in their December 202...

Wine Auction in the Grove event
Wine Auction in the Grove

We were happy to have our 3rd annual Wine Auction at the rooftop of Cocowalk back in perso...

Jr. Orange Bowl Cross Country Event Sponsor event
Jr. Orange Bowl Cross Country Event Sponsor

The event gives each distance runner the opportunity to shine and showcase their hard work...

Friendship Circle Breaks Ground on New 20,000 Square Foot Facility event
Friendship Circle Breaks Ground on New 20,000 Square Foot Facility

"The Friendship Campus will continue the legacy of serving thousands of families in our co...

Evensky & Katz/ Foldes Financial 16th Annual Charity Classic Golf Tournament event
Evensky & Katz/ Foldes Financial 16th Annual Charity Classic Golf Tournament

Another successful Charity Classic Golf Tournament in the books. Huge thank you to all ou...

Contact Us

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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

Parking Garage located on Aurora Street

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

Parking Location

Contact Us

Fill out the form to get started with a plan and an advisor that you can trust.