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?

Try a Different Investment Strategy

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!

If You're Tired Of Conflicts Of Interest

If You're Ready For Transparency...

Accredited Investment Fiduciaries

Our team prides itself on our rigorously disciplined process and our high fiduciary standard. With academic expertise and 35-plus years of experience, our financial planning services go beyond investments. We want to help you get where you want to go. Whether it's college planning, insurance, business, or estate planning services, 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

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!

Deena B. (Katz) Evensky

Founder

Anne Bednarz

Senior Financial Advisor & Principal

Katie Salter

Senior Vice President & Principal

Mena Bielow

Chief Financial Officer / Chief Compliance Officer & Principal

David S. Evensky

Chief Marketing Officer & Principal

Courtney Grusendorf

Client Services Associate

Michael Hoeflinger

Wealth Manager & Principal

Lane M. Jones

Chief Investment Officer / Wealth Manager & Principal

Deana Kelly

Director of Portfolio Management

Matthew A. McGrath

Managing Partner / Wealth Manager & Principal

Ciro A. Olortegui

Client Services Associate

Natalie Painter

Operations Associate/ Marketing Coordinator

Nyika Pyfrom

Director of Business Operations & Principal

Michael Scheinberg

Portfolio Management Associate

Erica Voltaire

Client Services Associate

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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The Giver: David Evensky event
The Giver: David Evensky

Coral Gables Magazine honors David Evensky as a local philanthropist in their December 2020 edition.

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