ENDEAVOR FINANCIAL PLANNING

Overview

Endeavor Financial Planning is a small, independent registered investment adviser that centers its practice on financial planning and discretionary portfolio management for individuals and families. The firm uses a fee model that blends percentage-of-AUM billing with fixed fees and positions itself as a capital allocator when clients need access to outside managers or nontraditional solutions. Investment activity is clearly equity-centric: the adviser has an explicit preference for exchange-traded equities and integrates ESG considerations into its process, indicating a tilt toward publicly traded stocks and ETFs that meet environmental, social and governance criteria. Strategically, the firm combines direct equity exposures with curated use of third-party managers when a client’s goals call for strategies the firm does not run internally. That selection-of-advisers capability suggests a readiness to source specialist managers for niche mandates, while keeping core portfolios concentrated in liquid, exchange-traded instruments for transparency and ease of custody.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices