Endowment Wealth Management, Inc.
Congrats for taking the time to search for a "NAPFA Fee-Only Fiduciary" wealth advisor. I know its not an easy task, especially when you "don't know what you don't know" nor do you "know whom to trust".
Endowment Wealth Management is an SEC Registered Investment Advisor (RIA) and Multi-Family Office that has the mission to provided holistic "Fee-Only Fiduciary" family wealth management advice that will sustain our client's multi-generational family wealth, unity and legacy. EWM's professional team has over 100 plus years of experience and works together to generate a detailed Family Wealth Plan, which is written in plain English! We then implement our 3-D Endowment Investment Philosophy to tailor a portfolio that meets each client's personal risk tolerance, goals and retirement needs. EWM currently has six offices and serves clients in 15 states. We provide every client with real-time access to our digital wealth portal and secured vault technologies.
Please contact me, Rob Riedl to schedule your "free family wealth consultation" and to learn more about our "Fee-Only Fiduciary" professional wealth management services. Your time will be well spent!
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.