Financial Planning
A consultative planning approach that connects your investments, retirement goals, education funding, tax considerations, and lifestyle priorities into one clear strategy built around your objectives.
Endeavor Financial Group helps Pittsburgh high-net-worth individuals, executives, and business owners coordinate investments, taxes, estate goals, and retirement decisions with clarity. Our CFP® and CFA® credentialed guidance is built around your full financial picture, helping you protect wealth, plan for transitions, and make confident decisions in a city shaped by entrepreneurship, healthcare, and innovation.
Comprehensive wealth planning solutions designed for complex financial lives, long-term growth, and confident decision-making.
A consultative planning approach that connects your investments, retirement goals, education funding, tax considerations, and lifestyle priorities into one clear strategy built around your objectives.
Personalized investment strategies designed to maintain financial stability, manage risk, and put capital to work through diversified allocations aligned with your goals and timeline.
Professional oversight of accumulated wealth, with diversified investment management intended to protect assets, support long-term returns, and preserve liquidity for future opportunities.
Coordinated planning to help organize assets, support efficient wealth transfer, minimize tax burdens, and align wills, trusts, and beneficiary strategies with your broader plan.
Strategic guidance for turning accumulated assets into reliable income, preparing for business exits, structuring retirement accounts, and building confidence around long-term financial independence.
Forward-looking tax strategy coordinated with your accountant to evaluate major decisions, investment timing, business structures, deductions, credits, and wealth transfer implications.
We begin by learning about your assets, income sources, family priorities, business interests, and long-term goals. For Pittsburgh executives and entrepreneurs, this may include concentrated equity, business value, real estate, or retirement transition concerns.
High-net-worth planning requires more than isolated investment advice.
CFP® and CFA® credentials support disciplined planning for complex wealth decisions.
We coordinate investments, taxes, retirement, and legacy goals for Pittsburgh clients.
Dedicated professionals collaborate to support each stage of your financial journey.
Structured guidance helps Pittsburgh business owners and executives make confident decisions.
Experienced professionals supporting your complete financial picture.
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.
Many financial advisors consider high-net-worth individuals to be clients with at least $1 million in investable assets, excluding a primary residence. Some firms use higher thresholds depending on service complexity. For these clients, planning often involves portfolio management, tax strategy, estate coordination, retirement income, business interests, charitable goals, and legacy planning.
Talk with our advisory team about your financial goals.
Comprehensive financial planning credential for client guidance.
Investment analysis credential supporting portfolio decisions.
Structured approach from discovery through monitoring.
Share your goals, questions, and planning priorities. Endeavor Financial Group will help you understand the next steps for a coordinated financial 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.