Portfolio Strategy
A personalized investment strategy designed to help maintain financial stability while pursuing growth, keeping capital available for future goals, projects, opportunities, or expansion needs.
Put your assets to work with discretionary portfolio management designed around your goals, risk tolerance, and long-term financial plan. Endeavor Financial Group combines investment strategy, diversification, professional oversight, and ongoing monitoring to help individuals, executives, and business owners pursue growth while maintaining confidence, liquidity, and disciplined decision-making through changing markets.
Comprehensive investment oversight built to align assets, liquidity, risk, and long-term financial objectives.
A personalized investment strategy designed to help maintain financial stability while pursuing growth, keeping capital available for future goals, projects, opportunities, or expansion needs.
Professional management of accumulated assets using diversification across asset classes to help reduce risk, support returns, and keep wealth aligned with your financial plan.
Guidance on investment vehicles suited to your financial situation, preferences, priorities, time horizon, and tolerance for risk across short- and long-term goals.
Strategic cash flow analysis and forecasting to balance liquidity with investments, helping you cover obligations while putting idle capital to more productive use.
Forward-thinking coordination with your tax professionals to consider tax implications, major investment decisions, eligible deductions, and strategies aligned with broader objectives.
Proactive identification of potential financial threats, including market downturns and unexpected liquidity needs, with strategies designed to protect your financial foundation.
We begin with a consultative conversation about your goals, concerns, assets, income needs, risk tolerance, business interests, and family priorities so every portfolio decision is grounded in your complete financial situation.
A comprehensive planning team focused on disciplined guidance and long-term client confidence.
Recommendations are designed around long-term investment results and your complete financial picture.
CFP® and CFA® credentials support professional planning, analysis, and investment management standards.
Portfolio decisions connect with retirement, taxes, cash flow, estate goals, and business needs.
Dedicated professionals collaborate to provide education, support, monitoring, and informed direction.
Dedicated professionals guiding clients with trust and clarity.
President of Endeavor Financial Group
Eric Bilitz serves as President of Endeavor Financial Group, leading the firm's mission to deliver comprehensive investment management and strategic wealth planning tailored to each client's unique financial situation. Based in Indiana, Eric brings a consultative approach to every client relationship, specializing in personalized financial planning for pre-retirees, small business owners, and executives. Under his leadership, Endeavor Financial Group operates on a five-step structured process — from discovery and analysis to implementation and ongoing monitoring — ensuring clients receive a clear roadmap toward financial freedom. Eric is committed to building long-term relationships grounded in trust, integrity, and respect, providing clients with unbiased guidance and the financial confidence they deserve.
Financial Advisor
Mike Gonzales is a dedicated Financial Advisor at Endeavor Financial Group, serving clients across Indiana with personalized wealth planning and investment management strategies. Mike works closely with pre-retirees, small business owners, and entrepreneurs to develop comprehensive financial plans designed to meet their individual objectives. As part of Endeavor's collaborative team approach, he provides professional support, education, and informed direction at every stage of a client's financial journey. Mike is committed to delivering holistic financial guidance that addresses each client's complete financial picture, helping them achieve long-term results and lasting peace of mind through strategies grounded in trust, integrity, and respect.
Joe Bilitz is a valued team member at Endeavor Financial Group, contributing to the firm's mission of providing strategic wealth planning and investment management tailored to each client's unique financial goals. As part of Endeavor's collaborative, team-driven approach, Joe supports clients across Indiana with a commitment to trust, integrity, and personalized service. He works alongside the firm's experienced advisors to ensure every client receives comprehensive attention across all areas of their financial life — from planning and analysis to implementation and ongoing monitoring. Joe is dedicated to helping individuals, families, and business owners build confidence in their financial futures and achieve the clarity they need to move forward.
A discretionary portfolio management service allows a qualified advisor or investment team to make day-to-day portfolio decisions on your behalf within an agreed strategy, risk profile, and investment objective. You remain informed and in control of the overall direction, while the advisor handles implementation, monitoring, rebalancing, and adjustments as market conditions or your goals change.
Talk with our team about your investment goals and options.
Certified planning expertise for comprehensive financial strategies.
Advanced investment analysis and portfolio management credential.
Client-focused guidance grounded in trust and integrity.
Share your goals, questions, and current financial priorities. The Endeavor Financial Group team will help you understand how discretionary portfolio management can fit into your broader plan.
For immediate assistance, feel free to give us a direct call at 463-273-4062. You can also send us a quick email at team@endeavorfg.com.
For immediate assistance, feel free to give us a direct call at 463-273-4062. You can also send us a quick email at team@endeavorfg.com.