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

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

Endeavor Wealth Advisors serves individuals, couples, families and trusts—including high net worth clients—through discretionary and non‑discretionary investment management and comprehensive financial planning. The firm also provides retirement plan consulting to plan sponsors and participants and offers standalone financial planning engagements. Investment decisions are implemented according to individualized Investment Policy Statements and combine primarily long‑term, diversified strategies with occasional short‑term tactical trading across equities, fixed income, mutual funds, ETFs and ADRs, using fundamental, cyclical and technical analysis. Endeavor is a fee‑only adviser that typically manages client assets on a discretionary basis (approximately $250.8 million of $252.8 million in AUM) and generally recommends Charles Schwab as custodian. Compared with peers, Endeavor operates with a small advisory team—two CFP® professionals—while overseeing roughly $252.8 million across about 171 client relationships, producing an unusually high assets‑per‑advisor ratio for a firm its size. The firm’s retirement plan consulting includes participant education and seminars/workshops, a service that is less common among supported firms.

To learn more about the advisors currently working at Endeavor Wealth 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.

Name	Location	Years of experience
Molly Balunek	Pepper Pike, OH	25
Kara Downing	Pepper Pike, OH	19

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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