EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT is a leading financial advisory firm that has established itself as a trusted and reliable resource for clients seeking expert financial guidance. Led by financial experts Harold Evensky and Deena Katz, the firm has been providing personalized and comprehensive wealth management services for over 30 years.

H2: How does the advisor help clients – Key Takeaways:

– Provides personalized and comprehensive wealth management services for over 30 years
– Led by renowned financial experts Harold Evensky and Deena Katz
– Offers a wide range of financial services to cater to the diverse needs of clients
– Cater to a wide range of client types, from individuals to institutions
– Transparent and fair fees and compensation structure that aligns with the client’s best interests
– A trustworthy and reliable resource for expert financial guidance
– Committed to building long-term relationships with clients and helping them achieve their financial goals

H2: Facts and Insights

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT has a proven track record of delivering successful financial outcomes for clients. The firm boasts an impressive $2.5 billion in assets under management, with a team of 18 highly qualified financial advisors providing specialized services to clients.

H2: Assets Under Management, Number of Advisors and Time in Business:

| Assets Under Management | Number of Advisors | Time in Business |
| ———————- | —————— | —————– |
| $2.5 billion | 18 | Over 30 years |

H2: Financial Services Offered

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT understands that each client has unique financial needs and goals. As such, the firm offers a wide range of financial services to cater to these diverse needs. These services include, but are not limited to:

– Investment management
– Retirement planning
– Tax planning
– Estate planning
– Risk management and insurance planning
– Education planning
– Charitable planning

H2: Client Types

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT caters to a diverse range of clients, from high net worth individuals to institutions. Their expertise lies in serving clients who are seeking comprehensive wealth management solutions and require personalized financial advice tailored to their specific needs.

H2: Fees & Compensation

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT believes in transparency and fairness when it comes to fees and compensation. The firm works on a fee-only basis, meaning that they do not receive any commissions or kickbacks from financial products they recommend. This structure ensures that their recommendations are always in the best interest of the client.

H2: Background

Harold Evensky and Deena Katz, the founders and financial experts at EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT, have over 50 years of combined experience in the financial industry. They have been recognized and awarded numerous times for their expertise, commitment to clients, and contributions to the financial community.

H2: Financial Advisor Disclosures to Know

As a trusted and reliable financial advisor, EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT believes in being transparent with clients regarding any potential conflicts of interest. The firm has no disciplinary actions or events to disclose, and is committed to upholding the highest ethical standards in all their interactions with clients.

In conclusion, EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT is a top choice for clients seeking expert financial guidance and comprehensive wealth management services. With their experienced and knowledgeable financial advisors, proven track record, and commitment to putting clients first, the firm is a valuable resource for anyone looking to achieve their financial goals.