Endeavor Advisors team in discussion

ABOUT ENDEAVOR

Financial guidance should feel personal.

We are a team of planners, advisors, and specialists built around one belief: Good financial guidance should help people feel clearer about where they are, where they’re going, and what to do next.

Endeavor Advisors team in discussion

ABOUT ENDEAVOR

Financial guidance should feel personal.

We are a team of planners, advisors, and specialists built around one belief: Good financial guidance should help people feel clearer about where they are, where they’re going, and what to do next.

20+

YEARS OF EXPERIENCE

500+

CLIENTS SERVED

CFP®

PLANNING EXPERTISE

FIDUCIARY

ADVICE CENTERED ON YOU

$110M+

ASSETS MANAGED

20+

YEARS OF EXPERIENCE

500+

CLIENTS SERVED

CFP®

PLANNING EXPERTISE

FIDUCIARY

ADVICE CENTERED ON YOU

$110M+

ASSETS MANAGED

HOW WE THINK

HOW WE THINK

Financial planning is personal because life is personal.

Financial planning is personal because life is personal.

Money touches almost everything—family, freedom, work, health, retirement, and the people you care about. So the experience shouldn’t feel cold or complicated. It should feel like someone is listening, explaining, and helping you move forward.

Money touches almost everything—family, freedom, work, health, retirement, and the people you care about. So the experience shouldn’t feel cold or complicated. It should feel like someone is listening, explaining, and helping you move forward.

01 · THE IDEA

Planning that starts with the person—not the spreadsheet.

We begin with what matters to you, then organize the financial decisions around it.

01 · THE IDEA

Planning that starts with the person—not the spreadsheet.

We begin with what matters to you, then organize the financial decisions around it.

01 · THE IDEA

Planning that starts with the person—not the spreadsheet.

We begin with what matters to you, then organize the financial decisions around it.

02 · BRAND PILLAR

Clear over clever.

Plain words. Calm explanations. No unnecessary jargon.

02 · BRAND PILLAR

Clear over clever.

Plain words. Calm explanations. No unnecessary jargon.

03 · BRAND PILLAR

Human first.

Warm, conversational, and personal in the way we communicate.

03 · BRAND PILLAR

Human first.

Warm, conversational, and personal in the way we communicate.

WHAT GUIDES US

Service isn’t a slogan.
It’s the standard.

Our brand guide defines Service as Endeavor’s single core value. These five behaviors are what make that value visible in the actual client experience.

OUR SINGLE CORE VALUE

OUR SINGLE CORE VALUE

Service

Service

OUR SINGLE CORE VALUE

Service

01

Anticipate needs before they’re voiced.

01

Anticipate needs before they’re voiced.

02

Personalize the experience.

02

Personalize the experience.

03

Own the outcome—start to finish.

03

Own the outcome—start to finish.

04

Follow through on what you say.

04

Follow through on what you say.

05

Communicate proactively.

05

Communicate proactively.

Everything branches from Service. The five behaviors are how that one value shows up in real client relationships.

MEET THE TEAM

Who you’ll work with.

Lucas Barnard

Lucas Barnard, J.D.

Financial Advisor / Estate Planner

Lucas Barnard

Lucas Barnard, J.D.

Financial Advisor / Estate Planner

Cristina Perez

Cristina Perez, CFP®

Financial Advisor

Cristina Perez

Cristina Perez, CFP®

Financial Advisor

Hieu Luong

Hieu Luong

Insurance Planning Specialist

Hieu Luong

Hieu Luong

Insurance Planning Specialist

Brittany Malcolm

Brittany Malcolm

Operations & Brand Manager

Brittany Malcolm

Brittany Malcolm

Operations & Brand Manager

Kristy Page

Kristy Page

Client Services Associate

Kristy Page

Kristy Page

Client Services Associate

Monica Trajano

Monica Trajano

Marketing Specialist

Monica Trajano

Monica Trajano

Marketing Specialist

READY FOR WHAT’S NEXT?

Let’s turn your goals into a plan.

Schedule a no-pressure conversation to learn more about how we can support your goals.

Endeavor Advisors logo

Clear financial guidance for people who want to make thoughtful decisions about retirement, investing, taxes, and the life they’re building.

OUR LOCATIONS

Phoenix

2801 E Camelback Rd, Suite 202, Phoenix, AZ 85016

Chandler

25 S Arizona Pl, 5th Floor, Chandler, AZ 85225

Torrance

3655 Torrance Blvd, 3rd Floor, Torrance, CA 90503

AWARD DISCLOSURES

2025 Voice of the Client Highly Rated Firm award

Wealthtender awarded Endeavor Advisors with its 2025 Voice of the Client Highly Rated Firm Award on 11/05/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 11/05/25. Although Endeavor Advisors compensates Wealthtender for marketing services (including eligibility to be considered for this award, plus a fee if it chooses to license the award logo for promotional use), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients.

Endeavor Advisors LLC is affiliated with Endeavor Tax Partners, Endeavor Estate Partners, and Endeavor Planning Group, which provide tax, estate planning, and insurance services, respectively. These services are separate from Endeavor Advisors' investment advisory services and are subject to separate fees and agreements.


Endeavor Advisors may recommend services offered by these affiliated companies when appropriate for a client's needs. These relationships create potential conflicts of interest due to shared business interests. Clients are not required to use affiliated companies and may choose independent providers.


Additional information about our services, fees, and conflicts of interest is available in our Form ADV Part 2A.

Testimonials were provided by current clients of Endeavor Advisors. The clients were not compensated, and no material conflicts of interest exist that would impact any of these testimonials. Client testimonials are not representative of the experiences of all Endeavor Advisors clients and do not provide guarantee of future performance or similar services. Check the background of your financial professional on FINRA’s BrokerCheck. There are no warranties implied.

Endeavor Advisors LLC is affiliated with Endeavor Tax Partners, Endeavor Estate Partners, and Endeavor Planning Group, which provide tax, estate planning, and insurance services, respectively. These services are separate from Endeavor Advisors' investment advisory services and are subject to separate fees and agreements.


Endeavor Advisors may recommend services offered by these affiliated companies when appropriate for a client's needs. These relationships create potential conflicts of interest due to shared business interests. Clients are not required to use affiliated companies and may choose independent providers.


Additional information about our services, fees, and conflicts of interest is available in our Form ADV Part 2A.

Testimonials were provided by current clients of Endeavor Advisors. The clients were not compensated, and no material conflicts of interest exist that would impact any of these testimonials. Client testimonials are not representative of the experiences of all Endeavor Advisors clients and do not provide guarantee of future performance or similar services. Check the background of your financial professional on FINRA’s BrokerCheck. There are no warranties implied.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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