Indianapolis   BBB A+ Accredited   30+ Years Industry Experience

Your trusted advisor for financial independence

Comprehensive financial planning, prudent asset management, and a contrarian, income-over-assets approach — built around your goals, since the early 90's based in Indianapolis and Las Vegas.

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BBB A+ Accredited Business · Indianapolis 30+ Years of Advisory Experience Comprehensive Financial Planners Income-Over-Assets Philosophy Independent, Personalized Advice Indianapolis, Indiana & Las Vegas, Nevada BBB A+ Accredited Business · Indianapolis 30+ Years of Advisory Experience Comprehensive Financial Planners Income-Over-Assets Philosophy Independent, Personalized Advice Indianapolis, Indiana & Las Vegas, Nevada
Our Philosophy

Comprehensive financial planners, not just asset managers

We believe most advisors stop at the portfolio. We start with the question that actually matters: what life do you want, and what reliable income will it take to live it? Then we build the plan — insurance, taxes, retirement, estate, investments — in the right order, with the discipline to stay the course even when conventional wisdom suggests otherwise.

What We Do

Four pillars of comprehensive advice

Every Endeavor engagement follows the same disciplined arc. It starts with listening, ends with a written financial plan you can act on, and continues with reviews as your life evolves.

Financial Planning

Multi-horizon planning across short, intermediate, and long-term goals — retirement, tax, estate, insurance, and education funding.

Explore planning →

Asset Management

Prudent stewardship — SAAP and TAAP allocation, ongoing monitoring, performance benchmarking, and proactive risk mitigation.

Explore management →

Business Owner Services

For owners and entrepreneurs — cash-flow planning, personal-business separation, and succession strategy ("built to last" vs. "built to transfer").

Explore owner services →

Workplace Education

Financial wellness programs that help employers turn benefits investment into engaged, financially confident teams.

Explore programs →
An advisor reviewing financial planning documents with a client
How We Work

A four-step process designed to fit your life, not a product pitch

Every Endeavor engagement follows the same disciplined arc. It starts with listening, ends with a written financial plan you can act on, and continues with reviews as your life evolves.

  1. 01
    Discovering You A no-cost meeting to understand your goals and assess mutual fit.
  2. 02
    Strategy Planning Personalized plans for short, intermediate, and long-term objectives, refined together.
  3. 03
    Implementation We execute investments, insurance, retirement, and estate decisions alongside you.
  4. 04
    Review & Support Ongoing plan reviews and adjustments as life and markets change.
See our full process
Who We Serve

Built for the moments that matter most

Most of our clients sit at one of three inflection points. If yours is here, you're in good company.

Pre-Retirees & Retirees

The shift from accumulating to drawing income is the hardest financial transition most people make. We make it methodical.

For pre-retirees →

Small Business Owners

Where personal and business finance overlap- owner pay, retirement plans, succession planning, tax control-we untangle them and align them.

For owners →

Executives & Entrepreneurs

Concentrated equity, deferred comp, option grants, stock incentives, and highly appreciated assets demand more than a model portfolio. We design plans that match the situation.

For executives →
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Years of advisory experience
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Senior advisors on your team
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Service disciplines, one plan
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Offices — Indianapolis & Las Vegas — where we know our neighbors
Portrait of Eric Bilitz, President of Endeavor Financial Group
Leadership

Eric Bilitz, President, 30+ years of contrarian, client-first advice

For over three decades, Eric has dedicated his career to one principle: financial independence is a destination worth planning for, even when conventional wisdom suggests otherwise. He authors Endeavor's planning philosophy, including the firm's emphasis on income over assets and transferring risk to third parties as a core financial tool.

"Financial independence isn't just a destination — it's a journey that requires the right guide, the right strategy, and the commitment to stay the course even when conventional wisdom suggests otherwise."
Meet the full team

What our clients say

Client Testimonials

Many of our client relationships span decades. Here is what clients have shared about working with Eric, Joe, and the Endeavor team.

“I’ve worked with Eric at Endeavor Financial Group for many years, and he has consistently earned my trust through his professionalism, dependability, and sound advice. He takes the time to understand my goals and adapts his recommendations as my needs and circumstances change. I value our long-term relationship and appreciate having a financial advisor who is knowledgeable, responsive, and genuinely committed to helping his clients succeed. I highly recommend Eric and the Endeavor Financial Group team.”
Christa
Client review · Better Business Bureau
“My husband and I have been customers of Eric at Endeavor for the last 20 years. He helped us get children through college and helped up prepare for retirement. He is always available to answer our questions. I highly recommend this organization for sound financial advice!”
Linda
Client review · Better Business Bureau
“I have worked with Eric Bilitz for the past 28 years. Eric has been honest and helpful in my financial journey. During the past six years, I have gotten very serious about out ensuring my financial future and Endeavor Financial Group has played a large role in that.”
Kezia
Client review · Better Business Bureau
“We have been very happy with Eric Bilitz and the Endeavor Financial Group while working with them while living in Florida the past eight years. He is always attentive to our financial needs and answers questions with quick responses. I highly recommend this group.”
Cathy
Client review · Better Business Bureau
“I have worked with Eric and Joe at the Endeavor Financial Group for over ten years now. They have always offered multiple options of investing for my situation in life. I have always been able to speak with Eric within a reasonable amount of time, it not immediately. I am very satisfied and would recommend them.”
Thomas
Client review · Better Business Bureau
“They do a phenomenal job explaining things and presenting your options. Highly recommend.”
Sancerie
Client review · Better Business Bureau
“I have had the pleasure of working with Eric Bilitz for more than 20 years, and throughout that time he has been much more than a financial advisor—he has been a trusted advisor. His knowledge, integrity, and commitment to my family’s financial well-being have given me tremendous confidence and peace of mind. Eric has always taken the time to understand my goals, explain my options clearly, and provide thoughtful guidance that has helped me make informed financial decisions. I never feel like just another client; he genuinely cares about helping me achieve long-term financial success. What I appreciate most is knowing that Eric is always looking out for my best interests. His professionalism, responsiveness, and personalized approach have made a lasting impact, and the peace of mind that comes from having someone I trust managing and guiding my financial future is invaluable. I highly recommend Eric Bilitz to anyone looking for a knowledgeable, dependable, and genuinely caring financial advisor. After more than 20 years of working together, I can confidently say that his advice and dedication have been instrumental in helping me plan for the future with confidence.”
Jeffrey
Client review · Better Business Bureau
“We really appreciate the work of Eric and Joe and the management of our finances. Just the other day I was having a conversation with Eric and admitted that we take them for granted and maybe we do not thank them enough. We just trust them.”
David
Client review · Better Business Bureau
“I have worked with Eric Bilitz for over 10 yrs. He has given me peace of mind in my retirement.”
Peggy
Client review · Better Business Bureau
“Knowledgeable. Helpful in guiding my finances. Professional. Courteous relationship. Enjoyable to work with.”
Phil
Client review · Better Business Bureau
“I have been a client for around 10 years. My experience has been generally good. Always treated well and I believe my best financial interests are at the forefront.”
Dennis
Client review · Better Business Bureau
“Endeavor has performed quite well for us. We are happy with our partnership.”
Roger
Client review · Better Business Bureau
See all reviews on BBB

Testimonials were submitted by current clients of Endeavor Financial Group through the Better Business Bureau. No compensation was provided for these reviews. These testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.

Our Philosophy

"Comprehensive planning means coordinating every decision around a single, written plan, so taxes, insurance, investments, and estate decisions reinforce each other instead of pulling in different directions."

Eric Bilitz · President, Endeavor Financial Group

Frequently asked questions

Good to Know
It means every major financial decision — retirement income, taxes, insurance, estate, and investments — is made inside one written plan, so they reinforce each other instead of conflicting. Most advisors address one piece; we coordinate all of them. The result is a plan you can act on, not a portfolio with a label on it.
Most advisors focus on growing an asset balance. We focus on the reliable income that balance will produce — because retirement is funded by income, not by a number on a statement. A $1.5 million portfolio that reliably produces $60,000 a year is worth more, in practical terms, than a $1.8 million portfolio with no income strategy. We plan around the income you need to live the life you want.
If you're approaching a major financial transition — retirement, a business sale, an inheritance, or a career change — piecemeal decisions are costly. The same is true if your financial life has enough moving parts (income, tax, estate, insurance, investments) that managing each separately is leaving money on the table. Our no-cost discovery meeting is the right way to find out whether we're the right fit.
Yes. Endeavor Financial Group is an A+ accredited member of the Better Business Bureau, accreditation number 0382-90068822. BBB accreditation requires a commitment to make a good faith effort to resolve consumer complaints and to uphold BBB standards of trust.
We have two offices: 3925 River Crossing Pkwy, Suite #140, Indianapolis, IN 46240 and 8488 Rozita Lee Avenue, Building 3, Suite #100, Las Vegas, NV 89113. Most of our clients are in the Indianapolis metro — Carmel, Fishers, Zionsville, Westfield — and the greater Las Vegas / Henderson area. We do work with clients outside both regions when the relationship makes sense; reach out and we'll tell you honestly whether geography is a constraint.
Get Started

Ready to plan your path to financial independence?

Book a no-obligation discovery meeting. We'll listen first, then tell you honestly whether we're the right fit — and what the next step looks like either way.

  • 30+ years guiding individuals, families, and business owners
  • BBB A+ Accredited Business in Indianapolis
  • Comprehensive — not just investment management

Book your discovery meeting

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Thanks — we'll be in touch within one business day. For anything urgent, call (463) 273-4062.