Phoenix, AZ Office
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Endeavor Advisors LLC
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About
Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high‑net‑worth individuals, and pension/profit‑sharing plans. The firm manages discretionary portfolios and also directs some clients to third‑party advisers for specific strategies.
The firm documents client goals and risk tolerance in Investment Policy Statements and generally follows a long‑term, Modern Portfolio Theory‑informed approach that emphasizes mutual funds, ETFs, equities, and fixed income. For retirement plans it can act as either a Section 3(21) or Section 3(38) fiduciary and supplements investment oversight with participant education, plan design review, and quarterly monitoring.
Compared with peers, Endeavor provides periodic educational seminars and workshops to clients at no charge and facilitates advisor‑supervised estate planning through a third‑party platform, services that are relatively uncommon among similar advisers. Several principals are licensed insurance agents and the firm discloses it may recommend commissionable insurance products and receive fee shares from selected third‑party advisers, conflicts of interest the firm says it documents for clients.
Based on Endeavor Advisors LLC
Location
2801 E Camelback Rd, Suite 200
Phoenix AZ 85016
Advisors at this office
3
Advisors at this office
Quang P
Series 65
Phoenix, AZ
Endeavor Advisors LLC
Quang Pham is a financial advisor at Endeavor Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Endeavor Advisors, he worked in the hair and nail salon industry for over 30 years and currently provides nail technician services at Tribe Hair Company. He is also a licensed insurance agent involved in property casualty and life insurance sales. Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a long-term, Modern Portfolio Theory-informed investment approach and offers additional services including educational seminars and advisor-supervised estate planning.
Lucas B
Series 63, Series 66
Phoenix, AZ
Endeavor Advisors LLC
Lucas Barnard is a financial advisor at Endeavor Advisors LLC in Phoenix, AZ, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Endeavor Advisors in 2025, he worked at Morgan Stanley and JPMorgan Chase Bank and Securities. Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a long-term, Modern Portfolio Theory-informed approach and offers educational seminars, advisor-supervised estate planning, and fiduciary services for retirement plans.
Charles L
Series 65
Phoenix, AZ
Endeavor Advisors LLC
Charles Luong is a financial advisor with Endeavor Advisors LLC in Phoenix, AZ, holding a Series 65 credential and eight years of industry experience. He has worked at Endeavor Advisors since 2020 and previously held roles at LifeTyme Financial Advisors and World Financial Group. Luong serves as a board member of the Vietnamese Community Assistance Foundation. Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm typically follows a long-term, Modern Portfolio Theory-informed approach and offers periodic educational seminars and estate planning support.
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