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 provides financial planning and discretionary investment management to individuals, families, trusts, and small business owners. The firm operates on a fee‑only basis, does not accept commissions or finder’s fees, and reported approximately $55.6 million in discretionary assets under management for 37 clients as of July 1, 2026. The firm’s investment approach is a strategic asset allocation framework grounded in Modern Portfolio Theory, emphasizing low‑cost, tax‑efficient mutual funds and ETFs, periodic rebalancing, and the use of an Investment Policy Statement for each account. Endeavor manages portfolios on a discretionary basis under a limited power of attorney, uses academic research and third‑party resources (including Dimensional Fund Advisors), and may recommend third‑party sub‑advisors for particular mandates. Notable distinctions include a stated openness to clients at all economic levels with no published account minimum and multiple engagement options (asset‑based management, annual fixed‑fee planning, or project work), with ongoing planning included in managed accounts. The firm also follows an educational, non‑recommendation approach to employer retirement plan rollovers, offers occasional pro bono educational seminars, and emphasizes independence from product vendors.

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.