A complete list of active advisors currently associated with Endeavor Financial Advisors, LLC

Warmer can help you find a great advisor at Endeavor Financial Advisors, LLC or one who fits your needs even better.

The firm advises individuals, families, trusts, foundations, charitable organizations and small businesses, offering portfolio management, portfolio monitoring using third‑party managers, financial planning, retirement plan advisory (limited‑scope 3(21)) and general consulting. It manages roughly $79 million in discretionary assets across about 104 client relationships and also facilitates non‑discretionary accounts with selected Portfolio Managers. Its investment process is built around individualized Investment Policy Statements and diversified asset allocations that emphasize mutual funds, ETFs, REITs and laddered fixed income, using both fundamental and technical analysis along with portfolio construction frameworks such as modern portfolio theory and tactical allocation. The firm provides discretionary trading when authorized, non‑discretionary monitoring where outside managers are used, and follows a CFP Board‑aligned six‑step financial planning process with periodic reviews. What is distinctive about the firm is that a firm principal is also a licensed life, health, annuity and long‑term care insurance agent and discloses the potential conflict of earning commissions on insurance sales while advising clients; clients are informed they are under no obligation to purchase insurance through the firm. The firm also emphasizes tax credentials (Enrolled Agent) and formal due diligence and disclosure around recommending third‑party Portfolio Managers, including notification of differing monitoring fee arrangements.

To learn more about the advisors currently working at Endeavor Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.