A complete list of active advisors currently associated with Endeavor Financial Planning

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

Endeavor Financial Planning serves individuals, families, trusts, and small business owners with comprehensive financial planning and discretionary investment management, including retirement planning, education funding, tax planning, cash‑flow analysis, and estate planning. The firm operates as a fee‑only advisor and states it does not sell insurance or commissioned investment products or accept finder’s fees. The firm’s investment approach emphasizes strategic asset allocation and long‑term, tax‑efficient investing grounded in Modern Portfolio Theory and academic research; it constructs model portfolios and Investment Policy Statements using low‑cost mutual funds and ETFs and draws on research from academic institutions and consultants such as Dimensional Fund Advisors. Accounts are managed on a discretionary basis under a limited power of attorney, with periodic rebalancing and the use of sub‑advisors for certain portfolios when deemed appropriate. Noteworthy features include its solo practitioner model managing roughly $51.8 million for about 43 clients, a relatively high assets‑per‑advisor ratio and a small client base compared with many peers, and a stated willingness to provide fixed‑fee or project engagements in addition to asset‑based services. The firm also conducts occasional pro bono educational seminars, takes an educational (rather than prescriptive) approach to employer retirement plan rollovers in line with Department of Labor guidance, and typically recommends Charles Schwab as custodian while emphasizing independence from product sales.

To learn more about the advisors currently working at Endeavor Financial Planning, 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.