Endowment Wealth Management, Inc.
Thank you for taking the time to search for a NAPFA Fee-Only Fiduciary wealth advisor. We understand how difficult it can be to know who to trust - especially when you "don't know what you don't know".
At Endowment Wealth Management (EWM), we are an SEC Registered Investment Advisor (RIA) and Multi-Family Office committed to delivering holistic, Fee-Only Fiduciary wealth management. Our mission is to sustain and grow our clients’ multi-generational family wealth, unity, and legacy through comprehensive, objective advice.
Our experienced team—offering over 100 years of combined professional expertise—works together to create a detailed Family Wealth Plan, written in plain English, and tailored to your unique goals. We then implement our 3-D Endowment Investment Philosophy®, designing a globally diversified portfolio that reflects your personal risk tolerance, long-term goals, and retirement needs.
EWM serves clients from six offices across the U.S. and currently works with families in 26 states. As part of our commitment to transparency and service, we provide each client with real-time access to their Digital Wealth Portal and secure Vault technologies to organize and monitor their entire financial life.
If you are looking for a trusted fiduciary partner to simplify and strengthen your financial future, I invite you to contact me, Rob Riedl, for a complimentary Family Wealth Consultation. Learn more about how our Fee-Only Fiduciary services can provide you with peace of mind and a clear path forward.
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.