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Evensky & Katz / Foldes Financial Wealth Management (est. 1985)

(305) 448-8882 (305) 448-1326 (800) 448-5435 4000 Ponce De Leon Blvd, 850, Miami, FL 33146 M-Th 9am-5pm, F 8:30am-4:30pm, Sa-Su Closed

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Categories: Financial Planning

The Details

Having been in business for thirty 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 sixteen Certified Financial Planners and twenty-six full-time employees. From financial planning and portfolio management to retirement and investment planning services, we are here to help our clients. We pride ourselves with having an experienced and trained team who can apply the best investment principles to each client's unique situation. We take the time to get to know each client to ensure we have a good understanding of their goals. 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. We work to gain the trust of our clients to build long-term relationships and to ultimately be viewed as their trusted financial advisor. We want our clients to feel assured they have a good plan in place. Please contact us to schedule an appointment and speak with an experienced financial planner today.

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