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Evensky & Katz/Foldes Wealth Management

EST. AUM
$3,209,825,405

CONTACTS
19

CLIENT ACCOUNTS
5,801

Firm Details

Metro area Miami
CRD Number 109698
Website evensky.com
Client types

Overview

The firm is a prominent independent Registered Investment Advisory company operating across South Florida, West Texas, and Washington. With a dedicated team of 35 professionals, including 19 certified CFP® practitioners, they manage assets totaling $2.6 billion. Drawing from over 35 years of experience, they prioritize client-centricity and uphold fiduciary responsibilities diligently. Their boutique size allows for personalized attention and in-depth research, distinguishing them from larger Wall Street practices. The firm emphasizes commitment to clients' financial well-being with every decision made.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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