Enduro Wealth Management, LLC

The firm works with individuals (including high-net-worth clients) and small-business plan sponsors, offering discretionary investment management, financial coaching (retainer and hourly options), retirement-plan educational services, and pension consulting. It also provides tax planning and preparation through an affiliated accounting practice and refers clients to third‑party sub‑advisers when appropriate.

Its investment approach emphasizes passive portfolio construction guided by modern portfolio theory, supplemented by cyclical, fundamental and technical analysis; portfolios are managed on a discretionary basis and may include access to third‑party managers or private funds for qualified investors. The firm also manages held‑away retirement accounts using authorized online access tools to adjust allocations and conducts complimentary educational workshops for plan participants and clients.

Noteworthy aspects compared with peers include the firm’s affiliation with an accounting/tax practice (the principal devotes a material portion of time to that business), a subscription‑style financial coaching service with a client portal and scheduled coaching hours, and the use of client testimonials in its marketing materials — features that are uncommon among solo independent advisory firms. The firm operates with a small client base and a single advising professional who holds both CFP and Enrolled Agent credentials, combining investment advice with tax expertise.