Evensky & Katz Win Award at Schwab Impact

Homrich Berg, Paracle Advisors and Evensky & Katz receive awards for ‘exceptional RIA firms’

From left to right: Schwab CEO Walt Bettinger, Harold Evensky, Deena Katz and Bernie Clark, at IMPACT awards. (Photo: Billy Cole/Orange Photography) From left to right: Schwab CEO Walt Bettinger, Harold Evensky, Deena Katz and Bernie Clark, at IMPACT awards. (Photo: Billy Cole/Orange Photography)

Evensky & Katz Wealth Management has won an award — yet again. The firm has been on something of a tear of late, first winning the Heart of Financial Planning Award delivered at FPA Experience 2013 in Orlando in October, and now winning a coveted IMPACT award at Schwab’s annual advisor conference in Washington on Tuesday.

In addition to Evensky & Katz, which won the Trailblazer IMPACT Award, Schwab Advisor Services announced two other recipients of IMPACT Awards:

  • Homrich Berg, for the Best-in-Business IMPACT Award
  • Paracle Advisors LLC, for the Pacesetter IMPACT Award

“Today we recognize and celebrate three RIA firms that have made a positive impact on our industry by implementing exceptional standards and practices to provide outstanding service to their clients,” Bernie Clark, executive vice president and head of Schwab Advisor Services, said in a statement. “The industry benefits from their achievement and we thank this year’s winners for pushing us all to higher standards of excellence.”

Judges for the 2013 IMPACT Awards were Kevin Keller, CEO, CFP Board; Julie Littlechild, CEO, Advisor Impact; Dr. Thomas R. Robinson, Managing Director, Americas, CFA Institute; and Sean R. Walters, Executive Director and CEO, Investment Management Consultants Association.

Schwab makes a donation of $15,000 to a charity of choice on behalf of the Best-in-Business, Pacesetter, and Trailblazer Award recipients and a donation of $1,000 on behalf of the judges for their participation in this program.

Best-in-Business Impact Award: Homrich Berg

Homrich Berg is Atlanta’s largest fee-only wealth management firm. Founded in 1989, and now with more than $3 billion in assets under management, the firm is known for its personalized brand of small-firm service coupled with big-firm resources and expertise. Combining comprehensive financial planning and investment management, Homrich Berg delivers individualized advice to more than 800 high-net-worth families and institutions across the country.

Schwab will make a donation to the American Diabetes Association on behalf of Homrich Berg.

Pacestter Impact Award: Paracle Advisors LLC

In 2004, Paracle Advisors principals Anne Marie Kessler, Elliott J. Brink and Joshua E. Harris launched their Seattle-based firm with a clear vision: to create a service-driven firm that integrates financial planning and investment advice to help people simplify complex financial information so that they feel secure in their financial lives. Nearly ten years later, with approximately $480 million in assets under management, Paracle’s success remains rooted in their dedication to individuals and families who want straight talk about investing and financial planning.

Schwab will make a donation to Seattle-based Treehouse, a charity that benefits foster children, on behalf of Paracle Advisors LLC.

Trailblazer Impact Award: Evensky & Katz Wealth Management

Founded in 1985, Evensky & Katz Wealth Management is led by the dynamic husband-and-wife duo Harold Evensky and Deena Katz. The couple and their Coral Gables, Fla.-based firm are internationally recognized champions of financial advice and education. Evensky & Katz was among the first firms in the country to become fee-only. Their drive to break new ground continues today and the firm anticipates doubling in size over the next five years. Evensky & Katz is making strategic moves now to minimize disruptions along the path to growth, including expansion of its physical space, upgrades to technology and additions to staff.

Schwab will make a donation to Coral Gables Community Foundation’s Evensky & Katz Fund on behalf of Evensky & Katz.

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