Evensky & Katz / Foldes Wealth Management Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Evensky & Katz / Foldes Wealth Management is a nationally respected wealth management firm with over 35 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.

Find Evensky & Katz / Foldes Wealth Management employees' phone numbers or email addresses

Evensky & Katz / Foldes Wealth Management Global Highlights

North America
65

United States Of America
64
Canada
1

Evensky & Katz / Foldes Wealth Management's Leadership

I. K.
Ceo | Family Business Coach | Family Business Authority
Mobile Phone
Email
L. M. J.
Chief Investment Officer - Principal
Mobile Phone
Email
M. B.
Chief Financial Officer & Chief Compliance Officer
Mobile Phone
Email
M. B.
Chief Compliance Officer
Mobile Phone
Email
H. E.
Founder
Mobile Phone
Email
T. G.
Managing Director, Partner, Board Of Managers, Wealth Manager, Investment Committee
Mobile Phone
Email
S. F. C.
Wealth Manager And Founder
Mobile Phone
Email
L. E.
Founding Partner + Chief Executive Officer
Mobile Phone
Email

Contact profiles from Evensky & Katz / Foldes Wealth Management

Name

Title

Contact Info

Location

Last Update

C. C.
Paraplanner
Mobile Phone
Email
United StatesTexas
Oct 17, 2024
D. E.
Retired
Mobile Phone
Email
United StatesTexas
Sep 16, 2024
D. K.
Associate Professor
Mobile Phone
Email
UNITED STATES
May 06, 2024
I. R.
Client Services Associate
Mobile Phone
Email
United StatesMissouri
Sep 17, 2024
M. K.
Entertainment Management
Mobile Phone
Email
United StatesFlorida
Dec 08, 2025
A. L.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
B. M.
Mobile Phone
Email
UNITED STATES
Jan 16, 2025
E. B.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
E. D.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
J. S.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Evensky & Katz / Foldes Wealth Management known for?

Evensky & Katz / Foldes Wealth Management was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 4000 Ponce de Leon Boulevard, Suite 850; you can contact the main corporate office by phone at

+1-305-448-****

. Explore Evensky & Katz / Foldes Wealth Management's company overview page for more information.

What is Evensky & Katz / Foldes Wealth Management's most common email format?

Evensky & Katz / Foldes Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Evensky & Katz / Foldes Wealth Management email formats with LeadIQ.

How many employees does Evensky & Katz / Foldes Wealth Management have currently?

Evensky & Katz / Foldes Wealth Management has approximately 50 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Evensky & Katz / Foldes Wealth Management's key employees and leadership?

As of December 2025, Evensky & Katz / Foldes Wealth Management's key employees include:

Ceo | Family Business Coach | Family Business Authority: I. K.
Chief Investment Officer - Principal: L. M. J.
Chief Financial Officer & Chief Compliance Officer: M. B.
Chief Compliance Officer: M. B.
Founder: H. E.

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