Faith-Based, Fiduciary Wealth Management for Business Owners, Physicians, Attorneys & Real Estate Professionals
As a Fee-Only Fiduciary & Certified Financial Planner (CFP®), we provide transparent, tax-efficient wealth strategies designed to help high-net-worth professionals, business owners, and real estate investors make smart financial decisions, reduce risk, secure their future and pass down an enduring legacy.
🔹 100% Fiduciary, No Commissions Ever
🔹 Tax-Smart Retirement & Investment Strategies
🔹 Faith-Based & Legacy-Driven Wealth Planning
The Enduro Standard:
Intelligent, Results-Driven, Faith-Focused
At Enduro Wealth Management, we don’t believe in cookie-cutter financial plans. We take a high-touch, customized approach to ensure your financial plan is tailored to your goals, values, and long-term vision.
✨ Ultra-High-Touch Service: One-on-one strategy sessions tailored to your unique financial landscape.
📈 Advanced Wealth Optimization: Strategies designed to minimize tax exposure, maximize investment returns, and create generational wealth.
🏛 Legacy & Estate Structuring: Elite planning to protect and transfer wealth seamlessly across generations while honoring your faith-based values.
Your financial success is inevitable—with the right strategy.
Who We Serve
We specialize in working with successful business owners, physicians, attorneys, real estate professionals, and high-net-worth individuals who want to:
✔ Retire with confidence using tax-efficient retirement income strategies.
✔ Build a strategic investment portfolio with a trusted, fiduciary advisor.
✔ Minimize taxes with proactive, comprehensive tax planning.
✔ Pass down a lasting financial legacy through estate and succession planning.
✔ Align their financial plan with their Christian values and biblical stewardship principles.
📍 Located in Eagle, Idaho – Serving Clients Nationwide
Our Services
📌 Investment Management
Customized portfolios designed for long-term financial growth and stability with a focus on risk management and strategic wealth-building.
📌 Retirement Income Planning
Retire with confidence by structuring income streams, tax-efficient withdrawals, and sustainable financial strategies.
📌 Comprehensive Financial Planning
A holistic, personalized approach to guide every aspect of your financial life, including cash flow management, risk assessment, and wealth accumulation.
📌 Estate & Legacy Planning
Protect your wealth through expert estate structuring, charitable giving strategies, and business succession planning.
📌 Faith-Based Investment Options
For clients who want their wealth to reflect their faith, we offer faith-aligned portfolios that prioritize biblical values.
📌 Revocable Living Trusts
Ensure your assets are protected and efficiently transferred, with legally sound, faith-aligned trust planning.
The CFP Board (Certified Financial Planner Board of Standards) defines a fiduciary as:
A duty to act in the best interests of the client at all times when providing financial advice. According to the CFP Board’s Code of Ethics and Standards of Conduct, CFP® professionals are required to follow the fiduciary duty, which includes:
✅ Duty of Loyalty – Always putting the client’s interests first, avoiding conflicts of interest, and fully disclosing any potential conflicts.
✅ Duty of Care – Acting with skill, prudence, and diligence when providing financial advice.
✅ Duty to Follow Client Instructions – Following the client’s reasonable and lawful directions.
✅ This fiduciary duty applies whenever a CFP® professional provides financial advice, ensuring that clients receive objective and ethical guidance.
Core Values of Enduro Wealth Management
Integrity
We uphold the highest ethical standards, providing honest, transparent, and objective advice.
Client-Centered Excellence
Your financial success is our top priority. We take a white-glove, concierge approach to wealth management.
Legacy & Wealth Preservation
We help clients structure their wealth for future generations, ensuring long-term financial security.
Strategy & Innovation
We don’t just react; we anticipate. Our proactive approach ensures you stay ahead of tax law changes and market shifts.
