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.
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.
Our Team
Roxanne Alexander
Senior Financial Advisor
Aldo Castaneda
Senior Financial Advisor
Danqin Fang
Senior Financial Advisor
Brian Fischer
Senior Financial Advisor
Taylor M. Gang
Wealth Manager & Principal
David Garcia
Wealth Manager & Principal
Michael Hoeflinger
Wealth Manager
Brett Horowitz
Wealth Manager & Principal
Lane M. Jones
Chief Investment Officer / Wealth Manager & Principal
Matthew A. McGrath
Managing Partner / Wealth Manager & Principal
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
John R. Salter
Wealth Manager & Principal
Katie Salter
Senior Vice President & Principal
Kaylyn Adams
Financial Analyst
Harold R. Evensky
Founder
Deena B. (Katz) Evensky
Founder
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.
Gain more ground on your goals.
Find out how in our newsletter.
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Fax: 305-448-1326
Office hours:
Monday through Thursday: 9:00 am - 5:00 pm
Friday: 8:30 am - 4:30 pm
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