Harold Evensky

In October 2018, Evensky received the P. Kemp Fain, Jr. Award, the pinnacle of recognition in the financial planning profession, honoring one exceptional individual who has made outstanding contributions to the financial planning profession. In October 2013, he received the Financial Planning Association's Heart of Financial Planning Award, granted jointly to Evensky and Katz. In granting the award, FPA cited Evensky and Katz's work "educating current and future advisers through teaching, internship coordination and writing books."

Evensky and his wife and partner Deena Katz opened a financial planning office in Lubbock, Texas, in May 2008.

Evensky also increased his involvement in the Personal Financial Planning (PFP) Program at Texas Tech University, where Katz had accepted a faculty position. Serving as an Adjunct Graduate Professor and then as Professor of Practice, he taught a behavioral finance course for the program, and a graduate level Wealth Management course since the fall of 2008.

Investment Advisor has named both him and Katz as members of The IA 25, a listing as the most influential people in finance on multiple occasions. The 2004 edition, appearing in May of that year, featured both of them on the cover. In January 2004, he appeared on the cover of Investment Advisor with Katz to speak about the changes to their firm, their personal life, and on the profession over the previous years.

Evensky was named one of the five "Movers, Shakers & Decision Makers, The Most Influential People in the Financial Planning Profession" by Financial Planning Magazine. He is also cited by Accounting Today in their "Top Ten Names to Know in Financial Planning". Worth Magazine named Evensky as one of the top 100 Financial Advisers each year from 2002–2006.

In 2002, Evensky's paper titled "Changing Equity Premium Implications for Wealth Management Portfolio Design", won the Journal of Financial Planning's "Call for Papers" competition, and in 1999, Evensky was awarded the Dow Jones Investment Advisor Portfolio Management Award for Lifetime Achievement. His firm has pioneered the investment strategy of Core & Satellite for practitioners, an institutional strategy that uses passive management over "Core" positions and a blend of passive and active management over opportunity driven Satellite positions.

Evensky wrote the books Long Term Health Care (1990) and Wealth Management (1996). He has also co-authored The New Wealth Management (2011), a CFA Institute Investment Series text, and Hello Harold, a book for the public. He has also co-edited two books with his business partner and wife, Deena Katz, titled The Investment Think Tank: Theory, Strategy, and Practice For Advisers (2004) and Retirement Income Redesigned: Master Plans for Distribution (2006) where he also wrote a chapter for each.

After some time as a vice president of investments for Bache & Co. (later acquired by Prudential Financial) and Drexel Burnham Lambert, he and his cousin Peter Brown opened up a private practice in 1986 under the name Evensky & Brown. In 1990, Chicago-based financial adviser Deena Katz merged her practice to form Evensky, Brown & Katz, where she served as company President. The new firm would go through a number of changes, including joining with partner Robert Levitt, parting with Levitt some years later, facing the retirement of co-founder Brown in the early 2000s, and relaunching the company as Evensky & Katz on its 20th anniversary in 2004.

Harold Evensky (born September 9, 1942) is an American businessman, author, and financial adviser. He is a Certified Financial Planner (CFP), an Accredited Investment Fiduciary (AIF) and chairman of Evensky & Katz, a financial planning firm.