Evensky & Katz Inc

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2333 Ponce de Leon Blvd Ste 1100
Coral Gables, FL 33134
+1 (806) 747-7995
https://evensky.com

Evensky & Katz Inc is a well-established wealth management firm with over 35 years of experience, specializing in financial planning and goals-based investment management. Their team of 35 professionals, including 19 experienced CFP practitioners, currently advises $2.6 billion in assets, offering fee-only fiduciary standard management to help clients achieve their strategic wealth management goals.

With offices in South Florida, West Texas, and Washington, Evensky & Katz Inc provides comprehensive wealth management services to a diverse range of clients, including executives, professionals, retirees, entrepreneurs, and institutional clients. Their commitment to quality client services, integrity of advice, and personalized portfolio design sets them apart in the financial planning industry.

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