A complete list of active advisors currently associated with Endurance Financial Planning, LLC

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

Endurance Financial Planning serves a broad mix of individual clients — including high‑net‑worth households — as well as ERISA plans, charitable organizations, businesses, and municipal entities. The firm offers ongoing discretionary wealth management, ERISA-plan investment management, and standalone comprehensive financial planning and business‑planning consulting. Endurance primarily uses a passive investment approach, constructing client portfolios with index mutual funds and exchange‑traded funds and managing accounts on a discretionary basis aligned with each client’s goals and risk tolerance. When engaged for comprehensive planning, the firm delivers a written plan for clients to implement and supplements planning with advice on estate, insurance, retirement, and education matters while coordinating with outside attorneys and vetted insurance agents as needed. Compared with many peer team firms, Endurance is notable for having no stated account minimum and for managing roughly $100 million across several hundred client relationships with a relatively small advisory team. The firm combines retail and institutional-style services (ERISA plan management), uses a recommended custodian relationship that provides research and practice‑management support, and delivers client reports through a third‑party platform.

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