Evensky & Katz / Foldes Financial Wealth Management
4000 Ponce De Leon Blvd 850
Coral GablesFL 33146
 (305) 448-8882

Evensky & Katz / Foldes Financial Wealth Management

Wealth Management Coral Gables, Florida

Highly objective advice based on a comprehensive understanding 
of each client’s unique circumstances.

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At Evensky & Katz / Foldes Financial Wealth Management, we strive to offer our clients personal and professional financial services that fit their individual needs. If you're interested in investing in your future or retirement, or you're looking for a financial planner to make life a little less stressful on you, our team has the experience you would expect so you can rest assured knowing you are in the best hands possible. Having been in business for 30 years, our company is based upon providing the highest quality fiduciary based wealth management services. Between our Coral Gables location and our Lubbock location, we have 16 Certified Financial Planners and 26 full time employees. 

When it comes to wealth management, our financial planning company goes above and beyond for our clients. We sit on the same side of the table as our clients, as it is our fiduciary duty, and our client’s interests come first. Whatever your goals may be, we are ready to help you meet and exceed them.

Our services include:

  • Wealth Management
  • Financial Planning and Management
  • Investment Planning
  • Portfolio Wealth Management
  • Retirement Planning
We want to be your trusted advisor. Give our certified financial planners a call at our Miami office, (305) 448-8882 ext. 214, with your questions today.

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More Details about Evensky & Katz / Foldes Financial
Wealth Management

We are open:

Monday 9:00 AM – 5:00 PM
Tuesday 9:00 AM – 5:00 PM
Wednesday 9:00 AM – 5:00 PM
Thursday 9:00 AM – 5:00 PM
Friday 8:30 AM – 4:30 PM