Financial Advisors
Lubbock, TX
Evensky & Katz / Foldes Wealth Management is an independent financial advisory firm in Lubbock providing comprehensive wealth management, investment management, and financial planning services. The firm specializes in retirement planning, portfolio strategy, and personalized financial guidance for individuals and families seeking a fiduciary approach to wealth management.
Ideal for: Pre-retirees and retirees, high-net-worth individuals, families seeking comprehensive financial planning, investors wanting fiduciary-based advice
Service area: Lubbock, TX and surrounding areas
Fiduciary Standard: Acts as a fiduciary, legally obligated to put client interests first in all financial recommendations.
Independent Firm: Operates independently without ties to large financial institutions, allowing for unbiased investment and planning advice.
Comprehensive Planning: Offers integrated retirement planning, investment management, and personalized wealth strategy tailored to individual client goals.
Address: Pyramid Plaza, 3223 S Loop 289, Lubbock, TX 79423
Phone: (806) 747-7995
Website: evensky.com
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