FINANCIAL ADVICE FOR TECH EMPLOYEES
OUR SPECIALTY
What We Do
Between your base salary, your equity, your benefits package and whatever the market is doing this week, your financial life is genuinely complex. Most people in tech are earning well and still feel like they’re one bad decision away from leaving a lot on the table.
THE CHALLENGE
Shifting Equity. Big decisions.
When much of your pay is tied to stock, timing, taxes, and concentration risk all start to matter.
OUR APPROACH
We help you make the most of your equity.
We map out what your equity is worth, when to sell, and how to plan for taxes, so your wealth can outlast your current role.
20+
YEARS OF EXPERIENCE
500+
CLIENTS SERVED
CFP®
PLANNING EXPERTISE
FIDUCIARY
ADVICE CENTERED ON YOU
$110M+
ASSETS MANAGED
THE ENDEAVOR NEWSLETTER
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Practical ideas and plain-language perspective to help you make more confident financial decisions.
Clear financial guidance for people who want to make thoughtful decisions about retirement, investing, taxes, and the life they’re building.
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
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.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
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