ENDURANCE FINANCIAL PLANNING, LLC

Overview

Endurance Financial Planning, LLC is an independent RIA structured as an LLC that provides financial planning and portfolio management primarily to individuals, families and small-business clients. The firm operates on a discretionary basis, favoring equity-centered portfolios and using a mix of separately managed account construction and pooled vehicles to deliver core exposure. Its advisory model blends percentage-of-AUM billing with fixed-fee engagements, supporting clients who need ongoing investment management as well as stand‑alone planning work. Investment activity is tilted toward exchange-traded equities and ETFs as the principal building blocks, with mutual funds used as a complementary sleeve. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser under its most recent filing detail. Advisory services emphasize tailored planning and portfolio management for individual and small-business clients rather than institutional pension consulting.

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Location & Offices