Welcome to Evensky and Katz
Evensky & Katz is nationally known for its skill in wealth management and financial planning. We provide clients with traditional wealth management services as well as comprehensive tax, insurance, and estate planning services; generational wealth transfer and charitable planning advice. Taking responsibility for providing and/or supervising all aspects of our clients' financial planning needs enables us to provide you with cost effective, hassle-free personal financial planning and wealth management.
Fiduciary Oath
Evensky & Katz will exercise its best efforts to act in good faith
and in the best interests of our clients.
We will provide written disclosure to our clients prior to our engagement,
and thereafter throughout the term of the engagement, of any conflicts
of interest, which may compromise our impartiality or independence.
We do not receive any compensation or other remuneration that is
contingent on any of our client's purchase or sale of a financial product.
We do not receive a referral fee or other compensation from another
party based on the referral of our client or our client's business.
