What's your Endeavr?
About Endeavr
Why work with Endeavr?
We help clients focus on their Endeavr – the life that each of them wants to live. By creating a roadmap that helps deliver the lifestyle our clients envision, and reducing the risk that could derail that vision, we can take the financial stress and uncertainty out of the equation. We create customized financial plans that can enable our clients to reach their Endeavr.
Our detailed process includes extensive asset analysis, understanding cash flow needs, and a deep analysis of each client's Endeavr. Partnering with Endeavr Wealth means ongoing support that is tailored to each of our clients needs, and a personalized financial strategy that is adjusted as our client's goals, lifestyles, and circumstances evolve.
At Endeavr Financial Planning & Wealth Management, we can deliver an easy to follow roadmap that helps our clients achieve their Endeavr.
Our Team
We are a devoted team of professionals focused on delivering exceptional service, achieving goals, and providing clear and unbiased advice while maintaining a high standard of integrity and loyalty to our clients.Leif Briel
Founder | Wealth Management AdvisorTrevor Campbell
Director of Planning and OperationsChelsi Briel
Marketing Support SpecialistNicole Bressler
Client Relationship Manager | Marketing CoordinatorEric Parnell
Chief Market StrategistNick Dalessandro
Senior Associate, Asset ManagementKaela Frenchman
Associate, Asset ManagementEvan Coffey
Associate, Asset ManagementOur Services
Our core investment strategy is rooted in our primary tenets of asset allocation, diversification, and a long-term perspective.
Financial Planning
As fiduciaries with Certified Financial Planners® on our team, we use goals-based objectives to help you reach your financial destination. This enables us to deeply understand your unique needs and ensure that our financial plans are customized to meet all of our clients needs.
By offering financial planning, fee based planning, and wealth management services, we are able to act as the architect and executor of our customized financial plans, ensuring our clients always have the highest level of personalized service.
Wealth Management
Our approach to investment management is based on a long-term perspective knowing that markets can be volatile, but that they tend to do well over fixed periods of time. We utilize individual stocks and bonds, mutual funds, and exchange-traded funds.
We choose our investments through in-depth analysis from independent third-party research departments, and through our own process, leaning on our decades of experience with wealth management and financial markets.
Risk Management
When it comes to risk management, having access to a wide range of tools and options is crucial. Whether you prefer an independent approach or rely on a broker, it is essential to ensure that you have access to a full array of risk management tools.
Our team has valuable expertise and extensive knowledge of the market, ensuring that we guide our clients to the proper solution whether it's life insurance, disability insurance, long term care, and/or annuities. Our goal is always to identify the ideal strategy, regardless of product or provider.
Our Process
Introductory Meeting
Exploration Phase
Detailed Planning
Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy to follow roadmap that will help you pursue your financial goals. We will specifically address the areas that are of greatest importance to you: financial planning, fee based planning, risk management and wealth management services
Ongoing Aid & Advice
Insights
Economic & Market Report: It Takes Time
Latest
Economic & Market Report: 2024 Election Results – Market Impact
Economic & Market Report: The Heat Is On
Economic & Market Report: Stocks Don’t Care Who Wins
Economic & Market Report: Silver and Gold
Economic & Market Report: Rekindling the Flames
Events
We are delighted to invite you to the Sever's Fall Festival, where we look forward to connecting with you and celebrating the season together.
Join us at our Endeavr tent from 10 am to 12 pm for a festive pumpkin painting activity. Our team will greet you at the festival entrance and guide you to our tent, where you can enjoy treats and great company while the kids decorate pumpkins. If painting isn't your thing, there's plenty more to explore for adults and families alike at the festival!
Stay as long as you like and experience a variety of attractions, including live shows, food and beverage vendors, giant slides, and a corn pit.
We can't wait to see you there and strengthen our relationship in such a fun setting!
Warm regards,
The Endeavr Team
Join Endeavr at the 2024 CT Pickleball Summer Kickoff!
Calling all pickleball enthusiasts! 🏓 Join our founder, Leif Briel, for what is becoming the largest pickleball tournament in Minnesota. Endeavr is thrilled to kick off summer with a weekend of fun, good sportsmanship, and pickleball! Bring a friend and join us for an unforgettable experience!
When: May 25, 2024 - May 27, 2024
Where: Lucky Shots Pickleball Club
Where: 3300 5th St NE Minneapolis, Minnesota 55418
Register: CT Pickleball Minnesota
We hope to see you there!
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Endeavr Financial Planning & Wealth Management and Great Valley Advisor Group are separate entities from LPL Financial
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