Advisors at this firm
Molly B
CFP®
Pepper Pike, OH
Endeavor Wealth Advisors, LLC
Molly Balunek is a CFP® professional with 25 years of industry experience. She has been with Endeavor Wealth Advisors, LLC since 2019 and also maintains a role at Laurel Tree Advisors, LLC. Outside of her advisory work, she serves as a board member of the Validation Training Institute, Inc., a 501(c)(3) charity focused on improving communication with older adults experiencing memory loss. Endeavor Wealth Advisors serves individuals, families, trusts, and employer plan sponsors, offering investment management, financial planning, and consulting services. The firm employs a predominantly long-term, diversified investment approach and provides specialized retirement plan education as part of its consulting offerings.
Kara D
CFP®, Series 65
Pepper Pike, OH
Endeavor Wealth Advisors, LLC
Kara Downing is a CFP® and holds a Series 65 license, with 18 years of experience in the financial industry. She has worked at Endeavor Wealth Advisors, LLC since 2019 and concurrently at Younity Wealth Partners, LLC since 2016. Endeavor Wealth Advisors serves individuals, couples, families, trusts, and employer plan sponsors, focusing on discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs a predominantly long-term, diversified investment approach and offers retirement plan consulting that includes participant education on cash flow, retirement planning, investment research, and tax considerations.