Asset Management
Professional portfolio oversight designed to help protect accumulated wealth, support long-term growth, diversify assets, and keep capital aligned with your liquidity needs, risk tolerance, and broader financial plan.
Endeavor Financial Group helps high-net-worth families, executives, and business owners in Sandy Springs, GA make confident decisions about complex wealth. From portfolio management and tax-aware planning to estate, retirement, and succession strategies, our team brings a structured, consultative approach suited to the sophisticated financial needs often found around Perimeter Center and Atlanta’s northside communities.
Comprehensive wealth planning solutions designed for affluent families, executives, entrepreneurs, and business owners.
Professional portfolio oversight designed to help protect accumulated wealth, support long-term growth, diversify assets, and keep capital aligned with your liquidity needs, risk tolerance, and broader financial plan.
A consultative planning process that connects your income, investments, retirement goals, family priorities, and major life decisions into a clear framework for confident wealth management.
Strategic coordination focused on transferring assets efficiently, reducing unnecessary tax burdens, supporting charitable intentions, and helping wills, trusts, and financial strategies work together.
Forward-looking tax guidance coordinated with your accountant to help evaluate deductions, credits, entity structures, investment decisions, and major purchases throughout the year.
Personalized retirement and succession strategies that help transform accumulated assets into reliable income while addressing business exits, buy-sell agreements, and long-term legacy goals.
A proactive review of financial vulnerabilities, business continuity concerns, insurance needs, cash reserves, and protection strategies to help preserve wealth through uncertainty.
We begin by learning about your family, business interests, investment history, goals, concerns, and decision-making preferences. For Sandy Springs clients, this may include executive compensation, business ownership, real estate, and multigenerational wealth priorities.
Our advisory team combines technical expertise with highly personalized financial guidance.
CFP® and CFA® credentials support disciplined planning and investment guidance for complex wealth.
We address portfolios, taxes, retirement, estate goals, business interests, and risk together.
Our five-step approach gives Sandy Springs clients a clear, organized path forward.
Dedicated professionals collaborate to support affluent families, executives, and entrepreneurs near Atlanta.
Experienced advisors focused on personalized financial strategy.
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.
High-net-worth financial advisors commonly charge based on assets under management, flat planning fees, hourly fees, or subscription arrangements. AUM fees often range from 0.25% to 1% annually and may decrease as assets grow. Comprehensive financial plans often cost around $3,000, while hourly planning commonly ranges from $200 to $400, depending on complexity.
Talk with our advisory team about your financial priorities.
Comprehensive planning expertise and professional standards.
Advanced investment analysis and portfolio expertise.
Collaborative guidance across complex financial situations.
Share your goals, concerns, and current financial questions. Endeavor Financial Group will help you understand the next steps toward a tailored wealth planning 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.