Evensky & Katz / Foldes Expanded Office Grand Opening

This celebration comes as the firm enters its 40th year of helping people live well; a legacy built on trust, integrity, and a deep commitment to the community.

Scott Kaplan, Igor Shteyrenberg, David Evensky, Debbie Brodie Weiss, Steve Foldes
Evensky & Katz / Foldes marked a major milestone with the grand opening of its newly expanded offices at 4000 Ponce de Leon Blvd. This celebration comes as the firm enters its 40th year of helping people live well—a legacy built on trust, integrity, and a deep commitment to the community.
The evening brought together colleagues, partners, and friends to commemorate this new chapter. Coral Gables Mayor Vince Lago joined the firm for the official ribbon-cutting ceremony, highlighting Evensky & Katz / Foldes’ continued dedication to the City Beautiful. Guests enjoyed a tour of the new space, refreshments, and conversations reflecting on the firm’s four decades of client service and community impact.
Beyond financial planning, Evensky & Katz / Foldes remains deeply committed to giving back. Through the Evensky & Katz / Foldes Community Fund, the firm has donated over $1,650,000 to local organizations, supporting vital causes and fostering economic growth.
As Evensky & Katz / Foldes moves forward, the firm remains dedicated to providing quality wealth management services, fostering lasting relationships, and shaping the future of financial stewardship.
Gale Nelson, David Evensky, Vince Lago
Gale Nelson, David Evensky, Vince Lago
Chad Bernstein, Marcos Segrera, Bob Bernstein
Chad Bernstein, Marcos Segrera, Bob Bernstein
Rhonda Anderson, Rabbi Yossi-Harlig, Steve Foldes, Matt McGrath, Lane Jones Vince Lago, David Evensky, Amy Donner
Rabbi Yossi-Harlig, David Evensky, Elina Preshong, Steve Foldes
David Evensky, Brett Horowitz, Michael Mowatt, Joe Jackson, Max Skylar
Monica Vigues Pitan, Marcos A Segrera, Vanessa Bandrich, Alejandro Ruiz