Evensky & Katz / Foldes Financial Wealth Management   4000 Ponce De Leon Blvd 850 Coral Gables,FL33146   (305) 448-8882
Evensky & Katz / Foldes Financial Wealth Management
4000 Ponce De Leon Blvd 850
Coral GablesFL 33146
 (305) 448-8882

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 can trust so you can rest assured knowing you're in the best hands possible. Having been in business for over 30 years, our company was founded on providing the highest quality fiduciary-based wealth management services. Between our Coral Gables location and our Lubbock location, we have 19 Certified Financial Planners and 30 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 clients' interests come first. Whatever your goals may be, we're 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