Business Details
41 Years
experience
Your Trusted Partner for Financial Planning & Investment Management
Evensky & Katz has been a leader in financial advisory services for over 35 years. Our firm specializes in goals-based investment management and comprehensive financial planning, adhering to a fiduciary standard that prioritizes client interests. With a team of 40 professionals, including 19 CERTIFIED FINANCIAL PLANNERS, we manage $3+ billion in assets while maintaining a personalized approach to wealth management. Our commitment to academic excellence and innovative strategies, such as the two-bucket cash flow method, distinguishes us in the industry. We operate from offices in Coral Gables, FL; Lubbock, TX; and Bellevue, WA, serving clients nationwide. Our culture emphasizes transparency, trust, and community engagement, reflected in over $1.2 million in charitable donations since 2006.As an SEC-registered firm, we combine rigorous compliance with tailored solutions for affluent individuals and businesses. Our virtual services ensure accessibility while maintaining the highest ethical standards. We believe in evolving with clients' needs through continuous research and adaptive financial strategies. This legacy of excellence positions us as trusted partners in long-term financial success.
Services
Financial Planning
Investment Management
Retirement Planning
Tax Optimization
Estate Planning
Business Succession
Philanthropy Strategy
Risk Management
Portfolio Construction
401k Solutions
Details
- Year established: 1985
Highlights and features
- We have over 35 years of experience in financial advisory services.
- Our team consists of 19 CERTIFIED FINANCIAL PLANNER practitioners.
- We manage $3+ billion in client assets with a fiduciary standard.
- Our proprietary investment strategies are backed by academic research.
- We offer virtual advisory services with secure client portals.
Associations and certifications
- U.S. Securities and Exchange Commission
- Certified Financial Planner Board of Standards
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for long-term wealth management. We analyze cash flow, tax situations, and investment portfolios to develop strategies aligned with personal goals. With 35+ years of experience and proprietary methodologies like the core-and-satellite strategy, we help clients navigate complex financial decisions while maintaining fiduciary accountability.
Investment Management
We offer tailored investment management solutions focusing on risk-adjusted returns and asset allocation. Our team of 19 CFP professionals employs evidence-based strategies across traditional and alternative asset classes. With $3+ billion in managed assets, we combine academic research with real-world application to optimize client portfolios while maintaining strict compliance standards.
Retirement Planning
Our retirement planning service addresses both pre- and post-retirement financial needs. We develop sustainable withdrawal strategies using the two-bucket cash flow method while optimizing Social Security and pension benefits. The team provides detailed analysis of retirement account options including 401(k)s, IRAs, and tax-deferred annuities to ensure long-term financial security.
Estate Planning
We create comprehensive estate plans that preserve wealth across generations while minimizing tax liabilities. Our approach integrates wills, trusts, and charitable giving strategies with overall financial planning. The service includes coordination with legal professionals to ensure proper documentation and execution of estate directives.
Tax Optimization
Our tax planning service focuses on minimizing liabilities through strategic investment positioning and timing of capital gains. We specialize in tax-efficient withdrawal strategies for retirees and complex planning for business owners. The team works closely with CPAs to coordinate tax-saving opportunities across investment, retirement, and estate plans.
People
Matt McGrath
Managing Partner
Matt McGrath leads strategic vision as Managing Partner with over two decades of experience in financial advisory services. A CERTIFIED FINANCIAL PLANNER, he focuses on client success through innovative wealth management solutions while maintaining fiduciary standards.
Lane Jones
Chief Investment Officer
Lane Jones, CFP and CFA, directs investment strategy with expertise in market analysis and portfolio management. With 15+ years in asset allocation, he develops evidence-based approaches that align with client risk profiles and long-term objectives.
David Garcia
Wealth Manager
David Garcia, CFP and CPA, integrates financial planning with tax expertise. His comprehensive approach addresses complex wealth management needs for high-net-worth clients, combining investment strategy with estate and business succession planning.
Katie Salter
Senior Vice President
Katie Salter, CPA, provides financial leadership with a focus on accounting integration and client service excellence. Her expertise in tax compliance and financial reporting enhances the firm's ability to deliver holistic wealth management solutions.
Deana Evensky
Founder
Deana Evensky co-founded the firm in 1990, establishing its fiduciary foundation. As a former academic and industry leader, she shaped the firm's research-driven approach to financial planning and continues to influence its educational initiatives.
Questions
What financial services do you specialize in?
We specialize in comprehensive financial planning, investment management, retirement planning, tax optimization, and estate strategies for affluent individuals and businesses.
Are you legally required to act as a fiduciary?
Yes, as a registered investment advisor, we are legally obligated to act in our clients' best interests at all times under fiduciary standards.
How do you approach investment management?
We use evidence-based strategies like our proprietary two-bucket cash flow method, combining traditional and alternative assets tailored to individual risk profiles and financial goals.
Can you help with retirement income planning?
Yes, we develop sustainable withdrawal strategies using tax-efficient methods while optimizing Social Security benefits and pension income for long-term retirement security.
Do you offer virtual advisory services?
Yes, we provide secure virtual consultations with screen sharing, encrypted communications, and online document management for clients nationwide.
How are your fees structured?
We operate on a transparent fee-only model with no commissions, ensuring our recommendations remain completely aligned with client interests.
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