Rest Easy. We're Putting Your Needs First.

As professional fiduciaries, we put our clients' interests first — it's how we'd want to be treated.

But 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 you 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.

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In Need Of A Well-Thought Out Plan?

Let's Make A Roadmap For Certainty.

The worries that keep you up at night are the reason we started our firm. Are you wondering if what your max Roth IRA contribution is, about what qualified retirement plan types, if you're taxed on investment income, what 529 plan tax benefits you may be missing, if your high risk investment will pan out, or if you'll even be able to retire? Our relationships with our clients are akin to a doctor, rather than a broker. We focus on preventative integrated wealth management and principles for responsible investment. Our clients have peace of mind knowing with a roadmap to their goals.

How do you know how you should invest, if you don't know what you're planning for?

Our recommended investments strategies are always 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.

If You're Tired Of Conflicts Of Interest

If You're Ready For Transparency...

Our team prides itself on our rigorously disciplined process. With academic expertise and 35-plus years of experience, our financial planning advice goes beyond investments. We want to help you get where you want to go. Whether it's college planning, insurance, business, or estate issues, we can act as a financial quarterback and sounding board for all financial decisions.


Because you can sleep better with the peace of mind that comes from confidence you're ready for the future.


You're ready for life.

Invest With Us, From Anywhere

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

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Roxanne Alexander photo

Certifications: CAIA, CFP®, AIF®, ADPA®

E: [email protected] P: 305-448-8882 ext. 236

Roxanne Alexander

Senior Financial Advisor

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Aldo Castaneda photo

Certifications: CFA, CFP®

E: [email protected] P: 305-448-8882 ext. 211

Aldo Castaneda

Senior Financial Advisor

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Danqin Fang photo

Certifications: CFA, CFP®

E: [email protected] P: 305-448-8882 ext. 222

Danqin Fang

Senior Financial Advisor

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Brian Fischer photo

Certifications: CFA, CFP®

E: [email protected] P: 305-448-8882 ext. 235

Brian Fischer

Senior Financial Advisor

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Taylor M. Gang photo

Certifications: CFP®, AIF®

E: [email protected] P: 305-448-8882 ext. 204

Taylor M. Gang

Wealth Manager & Principal

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David Garcia photo

Certifications: CPA, CFP®, ADPA®

E: [email protected] P: 305-448-8882 ext. 224

David Garcia

Wealth Manager & Principal

Michael Hoeflinger

Wealth Manager

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Brett Horowitz photo

Certifications: CFP®, AIF®

E: [email protected] P: 305-448-8882 ext. 216

Brett Horowitz

Wealth Manager & Principal

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Lane M. Jones photo

Certifications: CFA, CFP®

E: [email protected] P: 305-448-8882 ext. 238

Lane M. Jones

Chief Investment Officer / Wealth Manager & Principal

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Matthew A. McGrath photo

Certifications: CFP®, AIF®

E: [email protected] P: 305-448-8882 ext. 206

Matthew A. McGrath

Managing Partner / Wealth Manager & Principal

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Joshua Mungavin photo

Certifications: CFP®, CRC®

E: [email protected] P: 305-448-8882 ext. 219

Joshua Mungavin

Wealth Manager & Principal

Marcos A. Segrera

Senior Financial Advisor

Katherine Sojo

Senior Financial Advisor

Michael Walsh

Wealth Manager

Mena Bielow

Chief Financial Officer / Chief Compliance Officer & Principal

Karen Chima

Office Administrator

David S. Evensky

Chief Marketing Officer & Principal

Deana Kelly

Director of Portfolio Management

Natalie Painter

Operations Associate/ Marketing Coordinator

Nyika Pyfrom

Director of Business Operations

Michael Scheinberg

Portfolio Management Associate

Brian Morton II

Client Services Associate

Ciro A. Olortegui

Client Services Associate

Erica Voltaire

Client Services Associate

Anne Bednarz

Senior Financial Advisor

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John R. Salter photo

Certifications: CFP®, AIFA®, Ph.D.

E: [email protected] P: 806-747-7995 ext. 1003

John R. Salter

Wealth Manager & Principal

Katie Salter

Senior Vice President & Principal

Kaylyn Adams

Financial Analyst

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Harold R. Evensky photo

Certifications: CFP®

E: [email protected]

Harold R. Evensky

Founder

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Deena B. (Katz) Evensky photo

Certifications:

E: [email protected]

Deena B. (Katz) Evensky

Founder

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Steve M. Foldes photo

Certifications: CFP®, JD, CMFC

E: [email protected]

Steve M. Foldes

Wealth Manager & Founder

Investing In Community

Throughout our 35 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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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

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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!

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

Community Day of Service at George Washington Carver Elementary.

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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 Hospice of Lubbock Annual Mayours’ fundraiser, for raising the most funds at Beans and Cornbread.

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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 Sisters of Miami Miracle Society.

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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!

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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, Coral Gables Museum and more!

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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

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Gain more ground on your goals.

Find out how in our newsletter.

Contact Us

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

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.

1001 Main Street, Suite 400, Lubbock, TX 79401 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.