A complete list of active advisors currently associated with ENDURE Retirement LLC

Warmer can help you find a great advisor at ENDURE Retirement LLC or one who fits your needs even better.

ENDURE Retirement LLC provides retirement plan consulting and non-discretionary investment advisory and wealth management services to employer plan sponsors—specifically pension and profit-sharing plans—and to individual clients. Its services include ERISA 3(21) investment advice, platform selection and monitoring, benchmarking of plan fees, and participant education materials and workshops. The firm operates primarily on a non-discretionary basis, delivering recommendations that plan fiduciaries or individual clients approve before implementation and generally using mutual funds available on bundled Platforms or an IRA Platform (including American Funds) to construct diversified, long-term allocations. For plan clients ENDURE performs platform due diligence, ongoing monitoring of investment options, liaison work with third-party administrators and service providers, and periodic reviews of plan investments and costs. Compared with many independent, solo advisers, ENDURE emphasizes pension and profit-sharing plan work and provides regular participant workshops and pension-consulting services—activities that are statistically uncommon for firms in this category. The practice is small and focused (about $45 million in primarily non-discretionary AUM across roughly 22 clients), and the firm’s principal holds a Chartered Retirement Plan Specialist designation and an insurance license, supporting its plan-level advisory focus.

To learn more about the advisors currently working at ENDURE Retirement 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.