Investment Management
We create investment strategies designed to keep capital available for future goals while helping business and personal funds work harder through diversification and proactive portfolio oversight.
Build a more resilient financial future with Portfolio Management Services in Phoenix, AZ from Endeavor Financial Group. Our team helps pre-retirees, executives, entrepreneurs, and business owners align investments with real goals, manage risk, and keep capital working efficiently amid Phoenix’s fast-growing business landscape and seasonal cash flow considerations.
Comprehensive investment guidance designed to support long-term growth, financial stability, and confident decision-making.
We create investment strategies designed to keep capital available for future goals while helping business and personal funds work harder through diversification and proactive portfolio oversight.
Our asset management support helps organize, protect, and grow wealth accumulated over time, balancing liquidity needs, risk tolerance, and long-term return potential across appropriate asset classes.
For clients seeking direct exposure to specific investments, we evaluate individual securities in the context of goals, time horizon, financial situation, and personal risk preferences.
Portfolio decisions are integrated with a broader financial plan, connecting investments to retirement, education, business ownership, income needs, and other meaningful life objectives.
We analyze cash flow patterns and future projections to help maintain liquidity, prepare for seasonal fluctuations, and identify opportunities to invest idle capital strategically.
Our team helps identify portfolio and business risks, build protective strategies, and support financial resilience through diversification, reserves, and coordinated planning.
We begin with a detailed conversation about your objectives, financial picture, values, and concerns. For Phoenix business owners and pre-retirees, this may include liquidity needs, succession timing, income planning, and exposure to local market growth cycles.
Our team brings structured guidance, broad planning perspective, and personalized portfolio strategy to every relationship.
CFP® and CFA® credentials support disciplined, informed portfolio management decisions.
We connect investments to retirement, tax, estate, and business goals for Phoenix clients.
Dedicated professionals collaborate to provide education, support, and informed direction at every stage.
We monitor portfolios through changing markets and Phoenix-area business planning needs.
Experienced professionals supporting your long-term financial decisions.
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 typically includes investment strategy, asset allocation, diversification, risk review, cash flow planning, and ongoing monitoring. Endeavor Financial Group also connects portfolio decisions to your broader financial plan, including retirement, business goals, tax considerations, estate planning, and liquidity needs. The goal is to help your money remain aligned with what you want to accomplish over time.
Talk with our advisory team about your goals and options.
Comprehensive financial planning designation and professional standard.
Advanced investment analysis and portfolio management credential.
Five-step planning approach for consistent client guidance.
Share your goals, concerns, and current planning needs. Endeavor Financial Group will help you understand the next steps for building a portfolio strategy aligned with your broader financial life.
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.