Evensky & Katz / Foldes Wealth Management

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Evensky & Katz / Foldes Wealth Management is a nationally respected wealth management firm with over 35 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principles of client-focused educated financial advice.

Company Details

Employees
50
Founded
-
Address
4000 Ponce De Leon Blvd, Suite 850,united States
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
ek-ff.com
Keywords
Financial Planning, Retirement Planning, Fiduciary Services, Investments.
HQ
Coral Gables, Florida
Competitors
BentOak Capital, Cerity Partners, Modera Wealth Management, Evercore Wealth Management, Calamos Wealth Management, Evercore, Amicus Financial Advisors, LLC, WE Family Offices, Lifeinvest Wealth Management, Element Pointe Family Office.
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