Your Trusted Advisor
Based in Chesterfield, Missouri, our mission is to provide clients with the financial stability to live their lives with confidence and pursue what is important to them. Whatever your goals, our distinct and well-defined process ensures you have the financial resources to accomplish what is most important to you. Our motto is Preserve/Grow/Live - we will provide you high quality financial advice and a broad array of services to PRESERVE the assets you have, GROW these assets, so you can LIVE. We utilize our many years of experience to help individuals, families and business owners plan for their financial needs. The professionals at Endeavor Wealth Management will help you plan for retirement, manage your income, and construct investment strategies to assist you at each stage throughout your financial journey.
Endeavor Wealth Management, LLC is supported by the resources of LPL Financial, one of the nation's largest independent broker/dealers. This relationship provides us with thorough research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, with the fiduciary standard of care, we have the freedom to offer you thoughtful financial guidance and investment recommendations.
Whether you’re married, single, divorced, or widowed, we understand the unique needs of women investors.Learn More
We offer personalized retirement planning guidance to keep retirement success on the horizon.Learn More
We assist you in identifying what will deliver growth to help ensure that your assets will last as long as you do.Learn More
Download "Retire Happy," Our Free Ebook!
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
What is MyEndeavor?
Each client has their own unique set of circumstances, goals, objectives, and dreams. MyEndeavor is the process we use to assist pre-retirees and retirees with the financial aspects of your life so you can pursue what matters most to you for the rest of your life. It can be as all-inclusive as a comprehensive wealth management strategy that includes investment management, financial planning, income strategies, retirement plan advice, insurance, estate planning, assistance with charitable gifts, it is like having your own personal Chief Retirement Officer. For others, it is selecting only the services they choose to utilize. It is up to you – MyEndeavor assists you by providing solutions to help PRESERVE and GROW your wealth, so you can LIVE.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The federal government requires deceased individuals to file a final income tax return.
Lifestyle considerations in creating your retirement portfolio.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Marriage changes everything, including your insurance needs.
Try these activities to keep your brain sharp.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Here’s a crash course on saving for college.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Have you found yourself suddenly single? Here are 3 steps to take right now.
All about how missing the best market days (or the worst!) might affect your portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
Would you guess that Millennials are effectively saving for retirement? Well, they are.