Evensky & Katz LLC

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1001 Main St Ste 400
Lubbock, TX 79401
+1 (806) 747-7995
https://evensky.com

Evensky & Katz LLC is a well-established wealth management firm based in Lubbock, TX, with over 35 years of experience. They specialize in financial planning and goals-based investment management, offering services such as portfolio construction, risk management, manager selection, and asset allocation. With a commitment to integrity and quality client services, they strive to provide personalized advice and help clients achieve their strategic wealth management goals.

As a large independent Registered Investment Advisory firm, Evensky & Katz LLC has offices in South Florida, West Texas, and Washington. With a team of 35 professionals, including 19 experienced CFP practitioners, they currently advise $2.6 billion in assets. Their boutique size and dedication to research allow them to stay focused on their clients' needs and fulfill their fiduciary duty of care.

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