Financial Planning, Investment Management | Endurance Wealth Partners

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Meet Our Team

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

See Our Philosophy

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

See Our Process

Latest Videos

Automate Small Money Moves

Ari Baum | Nov 17, 2023

We all know how daunting it can feel trying to cross everything off our to-do list. Take it one step at a time. Small steps can help you make big decisions and have a big impact on your goals. Here’s how:

Saving for retirement when you’re young

Ari Baum | Sep 14, 2023

Think saving for retirement is for old people? Nope. It’s something you can and should start thinking about when you’re young. That way, by the time you’re ready for retirement, you could be in a great position to live the life you want. Here are 4 tips for saving for retirement when you’re young.

What a big failure taught me about success

Ari Baum | Aug 18, 2023

Do you get discouraged when the market is down or if your returns aren’t constantly going up? It’s important to stick to tried-and-true strategies to get results over time. I want to share a big failure of mine, that taught me a lot about what real success takes, in life and investing.