A complete list of active advisors currently associated with Enduring Wealth Advisors

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

Enduring Wealth Advisors LLC is a small supported investment adviser managing roughly $122.8 million for about 225 clients, primarily individual and high‑net‑worth investors, and it also serves trusts, retirement plans and business entities. The firm provides discretionary asset management alongside financial planning and retirement plan consulting, implementing portfolios with individual securities, ETFs, mutual funds, options, third‑party managers and LPL‑sponsored model and SMA programs. The firm tailors portfolios to client objectives and risk tolerances, monitoring accounts regularly and employing a mix of fundamental, technical, qualitative and quantitative analyses together with strategic asset‑allocation, alternative investments and option strategies. In implementing client strategies it uses sub‑advisors and LPL platforms and, where appropriate, may permit borrowing/margin in managed accounts and utilize structured products or covered‑call strategies. Notably for a firm of this size, Enduring Wealth’s representatives are dually registered with LPL Financial and are licensed insurance agents, and the firm discloses that it sponsors a wrap fee program and receives support services from LPL. These operational affiliations and the acceptance of commissionable business and third‑party services are documented in the brochure and are factors clients may weigh when evaluating implementation, custody and potential conflicts of interest.

To learn more about the advisors currently working at Enduring Wealth Advisors, 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.