ENDEAVOR WEALTH ADVISORS, LLC

Overview

Endeavor Wealth Advisors, LLC is an independent registered investment adviser that provides fee-based financial planning and portfolio management primarily to individuals, families and small institutions. The firm runs a predominantly discretionary advisory practice, using a mix of mutual funds and separate account management as the core of client portfolios. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and client education through seminars and workshops. Pricing blends a percentage-of-assets model with hourly charges for planning and consulting work. The firm is not positioned as a capital allocator or a multi-state ESG specialist: it reports no active ESG investing program and it does not operate a multi-manager fund platform. That said, Endeavor integrates third-party real estate strategies alongside traditional public fund exposure and uses annuities where appropriate to address income or liability-matching needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices