Evensky & Katz Wealth Management
Planning to Live Well
Who are we?
Evensky & Katz is a nationally respected wealth management firm with over 20 years of experience understanding
and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to
Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principles
of client-focused educated financial advice.
Structured To Deliver Objective Advice
Our firm provides financial planning and wealth management service on a fee-only basis.
This means our only source of income is from the fees we charge. No commissions. No incentives for specific products.
We avoid conflict of interest.
Unfortunately, as we have seen all too often, many financial services companies have inherent conflicts of interest which
benefit their executives and sales people, but may harm their clients.
By contract, Evensky & Katz has structured the firm to ensure our focus stays squarely on your success.
In addition, Evensky & Katz serves as fiduciary for our clients, meaning we are legally obligated to place your interest
first and provide financial services expressly designed to meet your goals.
We Want You To Set Your Goals
At Evensky & Katz, we believe clients set their own goals. We provide the information and assistance to help you define,
quantify, and prioritize those goals. Then, we measure our results by your success in achieving those goals.
