Intro to Endurance Wealth Partners

Every journey starts with a single step. Here’s a short video that explains how we will work together, from the very first step through the rest of your life.

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Meet Our Team

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

See Our Philosophy

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

See Our Process

Latest Videos

I don’t show up to an Ironman hoping my body can handle it. I train for it, months and even years in advance. Retirement takes the same kind of runway. If you want your financial future to go the distance, check out this video, and connect with us if we can help you conceive, believe, and achieve your goals.
Ari Baum |
At Endurance Wealth Partners, we believe building wealth is about more than just managing money—it’s about having the health, vitality, and energy to truly enjoy it. In this video, Jonathan shares his personal journey of transformation. After years of helping clients achieve financial success, he realized he needed to start investing in himself too. That meant prioritizing his health, hiring a personal trainer, and making wellness a non-negotiable part of his routine. Now, every Saturday morning, Jonathan works out with his family—proving that the most meaningful returns come from the time and energy we invest in those closest to us
Ari Baum |
You’ve built a successful business… but now what? Maybe you’re wondering how to take chips off the table without walking away completely. Or how to prepare the next generation to lead—without watching everything you’ve built fall apart. That’s where our B.O.S.S. process—Business Owner Strategic Solutions—comes in. At Endurance Wealth Partners, we help business owners just like you tackle the tough questions that keep you up at night… and the ones you haven’t thought of yet.

Our Team

Latest Blog Articles

The Dow crosses 45,000. Your brain whispers: "This has to be the top." The market drops 15%. Your brain screams: "Get out before it gets worse!" Different scenarios. Same result: your brain hijacking your long-term investment strategy. If you've ever felt paralyzed by market highs or panicked during market lows, you're not an outlier. You're human. The brain’s wiring is great for responding to immediate danger, like avoiding a snake. But that same instinct can...
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record levels. Take, for example: “Stocks Hit Record Highs. What’s Behind the Rally.” 1 All-time highs have an interesting effect on investor behavior and psychology. Many investors can feel a nagging voice that whispers "wait for a better entry point" when markets are climbing. It's human nature to want to buy low and...
Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable, and the emotional pressure far more calculated. Why the shift? Two letters: AI. Artificial intelligence has supercharged scammers' abilities. Now they can use AI to copy voices with just...