Investment Management
Personalized investment strategies designed to put capital to work while supporting financial stability, future projects, expansion goals, and long-term wealth growth through disciplined portfolio construction.
Build a portfolio with purpose, discipline, and ongoing professional guidance. Endeavor Financial Group provides comprehensive portfolio management services designed to align investments with your financial plan, risk tolerance, liquidity needs, tax considerations, and long-term goals—helping pre-retirees, executives, entrepreneurs, and business owners make informed decisions with greater confidence.
Integrated portfolio guidance designed to support growth, stability, liquidity, and long-term financial decision-making.
Personalized investment strategies designed to put capital to work while supporting financial stability, future projects, expansion goals, and long-term wealth growth through disciplined portfolio construction.
Professional oversight of accumulated assets with diversified investment allocation, risk awareness, and ongoing guidance to help preserve access to capital when clients need it most.
Guidance on individual investment vehicles based on financial situation, preferences, priorities, time horizon, and tolerance for risk to support both short- and long-term objectives.
Strategic analysis of cash flow patterns, liquidity needs, and financial projections to help balance available cash, investments, operating costs, and future opportunities.
Portfolio strategies that connect accumulated assets, retirement accounts, business income, and future distribution needs into a sustainable plan for reliable long-term income.
Planning support that helps align portfolio decisions with legacy goals, tax considerations, wills, trusts, and family wealth transfer strategies in coordination with legal professionals.
We begin by learning about your goals, income needs, assets, liabilities, risk tolerance, family priorities, business interests, and long-term concerns so your portfolio strategy reflects your real financial life.
A comprehensive advisory team focused on clarity, strategy, and long-term financial confidence.
CFP® and CFA® credentials support disciplined planning, investment analysis, and informed portfolio recommendations.
Portfolios are built within your complete financial picture, not managed as isolated accounts.
Dedicated professionals collaborate to provide support, education, and informed direction at each stage.
A structured five-step process helps clients move toward financial freedom with greater confidence.
Experienced professionals focused on personalized financial guidance.
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.
Portfolio management fees are commonly based on assets under management, often ranging from 0.25% to 1% annually. Many advisors charge around 1% per year, and the percentage may decrease as portfolio size grows. For example, a 1% fee on $500,000 equals $5,000 per year. Specialized planning or complex business-owner needs may affect total cost.
Talk with our advisory team about your financial goals.
Certified Financial Planner guidance for holistic planning.
Advanced investment analysis and portfolio expertise.
Collaborative support across each client relationship.
Share your goals, questions, and current financial priorities. The Endeavor Financial Group team will help you understand next steps for a more coordinated portfolio strategy.
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.