Harold Evensky is chairman of Evensky & Katz, a financial-advisory firm in Coral Gables, Florida. Their innovation and skill have earned them the loyalty of clients; their daring and dedication have won them the respect of their peers. Evensky is the co-editor of The Investment Think Tank: Theory, Strategy, and Practice for Advisers (Bloomberg Press, 2004).
He is the author of Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets (McGraw-Hill, 1997). He is a featured speaker at national and international legal, accounting, investment, and financial-planning conferences, and both are published widely and quoted extensively in financial journals and in newspapers.