Portfolio Management
Build and manage diversified retirement portfolios designed to support long-term results while incorporating ESG or SRI preferences where appropriate for your objectives and risk tolerance.
Align your retirement strategy with the values that matter most to you. Endeavor Financial Group helps pre-retirees, executives, and business owners evaluate ESG and SRI investment options within a comprehensive financial plan, balancing long-term growth, risk management, income needs, and legacy goals with clear, unbiased guidance.
Values-based investment guidance integrated with retirement, tax, estate, and long-term wealth planning.
Build and manage diversified retirement portfolios designed to support long-term results while incorporating ESG or SRI preferences where appropriate for your objectives and risk tolerance.
Create a clear retirement roadmap that addresses savings, withdrawals, income streams, business succession considerations, and values-aligned investment decisions over time.
Connect ESG and SRI investment choices to your complete financial picture, including cash flow, family goals, education funding, business interests, and future lifestyle needs.
Evaluate individual investment options based on your personal financial situation, preferences, priorities, and tolerance for risk within a broader retirement strategy.
Coordinate investment decisions with forward-looking tax strategies designed to manage tax burdens legally and support efficient retirement income planning.
Organize your financial affairs so assets can pass smoothly to loved ones and causes you care about, while coordinating with legal professionals when needed.
We begin by understanding your retirement timeline, financial priorities, ESG or SRI preferences, income needs, family responsibilities, and concerns about risk so every recommendation reflects your complete situation.
A comprehensive advisory team focused on clarity, confidence, and long-term financial direction.
Planning goes beyond assets to address retirement, taxes, legacy, business needs, and income.
Guidance is supported by CFP® and CFA® credentials for advanced planning and investment insight.
Every strategy is tailored to your financial situation, goals, values, and risk tolerance.
A team approach provides professional support, education, and informed direction throughout your journey.
Experienced professionals guiding your values-based 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.
ESG investing considers environmental, social, and governance factors alongside traditional financial measures when building a portfolio. For retirement planning, ESG considerations should be evaluated within your full financial picture, including time horizon, risk tolerance, income needs, diversification, and tax strategy. The goal is to align investments with values without losing focus on long-term retirement security.
Talk with our advisors about building a plan that fits.
Certified Financial Planner guidance for comprehensive planning.
Advanced investment analysis and portfolio expertise.
Collaborative support across your financial life.
Share your goals, values, and questions with Endeavor Financial Group. Our team will help you understand next steps for ESG and SRI investing within a comprehensive retirement 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.