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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Years Advising

Senior Advisors

Service Pillars

Personalized

Trust signals that anchor every plan we build

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.

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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.

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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.

01

Discovering You A no-cost meeting to understand your goals and assess mutual fit.
02

Strategy Planning Personalized plans for short, intermediate, and long-term objectives, refined together.
03

Implementation We execute investments, insurance, retirement, and estate decisions alongside you.
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 →

Years of advisory experience

Senior advisors on your team

Service disciplines, one plan

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

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