Endurance Financial Group

Endurance Financial Group, doing business as Blended Family Financial, is a fee-only registered adviser that provides wealth management, ongoing investment management, project-based financial planning, and workshops or educational content to individuals, high-net-worth households, and businesses. Like many peers, the firm delivers portfolio management for individual clients and typically bills on a percentage-of-assets-under-management basis.

The firm uses a proprietary Planning Built for Life® process and offers tiered wealth-management packages (Foundation Builder, Life Builder, Legacy Builder) to tailor planning and investment services to clients’ changing needs; financial plans are delivered in written form and investment accounts are generally managed on a discretionary, long-term buy-and-hold basis with a mix of passive and occasional active strategies. Their investment process draws on quantitative screening and Modern Portfolio Theory principles, and the firm will also monitor and, in some cases, implement strategies for held-away retirement and annuity accounts through a third-party order management system.

What distinguishes the firm from many peers is its explicit focus on blended-family financial issues and its principal’s role in producing authoring and speaking work and educational materials tied to that niche, with workshops and seminars now part of the service set. The firm is small in scale (two advisors, approximately $18 million in AUM and about 21 clients), which corresponds to a compact client roster and more concentrated advisor attention, and it discloses specific operational choices—such as not participating in wrap programs, not aggregating trades into block orders, and relying on an institutional custodian relationship—that may affect execution, available resources, and client experience compared with larger firms.