Trusted By The Employees Of
OUR EXPERTISE
Why Choose Us?
We’re more than financial planners; we’re architects of investment success, crafting tailored solutions that make a lasting impact. From initial consultation to financial milestones, Endeavor Advisors is committed to turning your financial vision into reality. Join us in creating a future where financial planning harmonizes with your goals, celebrating both creativity and strategic insight.
EXEPRIENCE
15+ YEARS
15+ YEARS
CLIENTS
200+
200+
CERTIFICATION
CFP®
CFP®
LEGAL DUTY
FIDUCIARY
FIDUCIARY
EXEPRIENCE
15+ YEARS
CLIENTS
200+
CERTIFICATION
CFP®
LEGAL DUTY
FIDUCIARY
We build more than Financial plans — we design customized experiences tuned to your aspirations
We build more than Financial plans — we design customized experiences tuned to your aspirations
We build more than Financial plans — we design customized experiences tuned to your aspirations
OUR CORE VALUES
What Drives Us
Honesty and Integrity
Our commitment to honesty and integrity guides every interaction and decision. We value transparency, ensuring that our clients receive clear, straightforward advice and unwavering trust. By maintaining the highest ethical and fiduciary standards, we build strong, lasting relationships grounded in mutual respect and reliability.
Honesty and Integrity
Our commitment to honesty and integrity guides every interaction and decision. We value transparency, ensuring that our clients receive clear, straightforward advice and unwavering trust. By maintaining the highest ethical and fiduciary standards, we build strong, lasting relationships grounded in mutual respect and reliability.
Vision
Our relentless pursuit of a shared vision fuels our creativity and propels us forward. With clarity and foresight, we craft strategies that align with our clients' goals and aspirations, transforming their dreams into reality and shaping a future worth embracing.
Vision
Our relentless pursuit of a shared vision fuels our creativity and propels us forward. With clarity and foresight, we craft strategies that align with our clients' goals and aspirations, transforming their dreams into reality and shaping a future worth embracing.
Innovation is at the core of everything we do. We embrace curiosity, explore uncharted territories, and challenge the status quo. By pushing boundaries and thinking outside the box, we create groundbreaking solutions that disrupt wall street and inspire audiences.
Innovation is at the core of everything we do. We embrace curiosity, explore uncharted territories, and challenge the status quo. By pushing boundaries and thinking outside the box, we create groundbreaking solutions that disrupt wall street and inspire audiences.
Connection
We believe in the power of connection. We strive to build bridges between brands and their audiences, fostering genuine and lasting relationships. Through compelling storytelling and meaningful interactions, we create experiences that evoke emotions, strengthen bonds, and cultivate trust, ultimately turning customers into brand advocates.
Connection
We believe in the power of connection. We strive to build bridges between brands and their audiences, fostering genuine and lasting relationships. Through compelling storytelling and meaningful interactions, we create experiences that evoke emotions, strengthen bonds, and cultivate trust, ultimately turning customers into brand advocates.
OUR VISION AND MISSION
Implementing Great Ideas in Finance
Our Vision
We envision a world where financial planning transcends traditional methods, becoming a source of inspiration, a driver of positive change, and a reflection of the harmony between individual aspirations and financial realities.
Shape the future of investment management
Influence how clients achieve their financial goals
Making a positive, lasting impact on their financial lives
Our Mission
We envision a world where financial planning transcends traditional methods, becoming a source of inspiration, a driver of positive change, and a reflection of the harmony between individual aspirations and financial realities. Our vision is to lead the way in shaping the future of investment management, influencing how clients achieve their goals, and leaving a lasting impact on their financial well-being.
Paving the way for new approaches in helping people reach their financial dreams
Redefining financial guidance to drive meaningful change
Building meaningful, enduring support for clients' financial paths
MEET THE TEAM
Who You Will Work With
Charles Luong, ChFEBC
Co-Founder/President
Ajay Vadukul, CFP®
Director of Financial Planning
Hieu Luong
Insurance Planning Specialist
Monica Trajano
Support Staff
Charles Luong, ChFEBC
Co-Founder/President
Ajay Vadukul, CFP®
Director of Financial Planning
Hieu Luong
Insurance Planning Specialist
Monica Trajano
Support Staff
Charles Luong, ChFEBC
Co-Founder/President
Ajay Vadukul, CFP®
Director of Financial Planning
Hieu Luong
Insurance Planning Specialist
Monica Trajano
Support Staff
About Charles
Charles brings over a decade of experience in transforming retirements with his innovative planning and relentless dedication to his clients dreams.
About Ajay
As Vice Presdient at Endeavor, I’m often one of the first people you’ll speak to when exploring how we can support your financial journey. I’m fascinated by the human story—each one is unique, and I love connecting with people to help shape theirs.
About Hieu
As Vice Presdient at Endeavor, I’m often one of the first people you’ll speak to when exploring how we can support your financial journey. I’m fascinated by the human story—each one is unique, and I love connecting with people to help shape theirs.
About Hieu
As Vice Presdient at Endeavor, I’m often one of the first people you’ll speak to when exploring how we can support your financial journey. I’m fascinated by the human story—each one is unique, and I love connecting with people to help shape theirs.
Charles Luong, ChFEBC
Co-Founder/President
Ajay Vadukul, CFP®
Director of Financial Planning
Hieu Luong
Insurance Planning Specialist
Monica Trajano
Support Staff
About Charles
Charles brings over a decade of experience in transforming retirements with his innovative planning and relentless dedication to his clients dreams.
About Ajay
As Vice Presdient at Endeavor, I’m often one of the first people you’ll speak to when exploring how we can support your financial journey. I’m fascinated by the human story—each one is unique, and I love connecting with people to help shape theirs.
About Hieu
As Vice Presdient at Endeavor, I’m often one of the first people you’ll speak to when exploring how we can support your financial journey. I’m fascinated by the human story—each one is unique, and I love connecting with people to help shape theirs.
About Hieu
As Vice Presdient at Endeavor, I’m often one of the first people you’ll speak to when exploring how we can support your financial journey. I’m fascinated by the human story—each one is unique, and I love connecting with people to help shape theirs.
Charles Luong, ChFEBC
Co-Founder/President
Ajay Vadukul, CFP®
Director of Financial Planning
Hieu Luong
Insurance Planning Specialist
Monica Trajano
Support Staff
About Charles
Charles brings over a decade of experience in transforming retirements with his innovative planning and relentless dedication to his clients dreams.
About Ajay
As Vice Presdient at Endeavor, I’m often one of the first people you’ll speak to when exploring how we can support your financial journey. I’m fascinated by the human story—each one is unique, and I love connecting with people to help shape theirs.
About Hieu
As Vice Presdient at Endeavor, I’m often one of the first people you’ll speak to when exploring how we can support your financial journey. I’m fascinated by the human story—each one is unique, and I love connecting with people to help shape theirs.
About Hieu
As Vice Presdient at Endeavor, I’m often one of the first people you’ll speak to when exploring how we can support your financial journey. I’m fascinated by the human story—each one is unique, and I love connecting with people to help shape theirs.
FAQ
Your Questions, Answered
What types of people does Endeavor work with?
We work with individuals from all walks of life. However, to remain sustainable as a business, we must receive fair compensation. Our ideal clients are those who have achieved a certain level of success, typically with a portfolio of at least $250,000. They’ve done an excellent job of saving and now seek expert guidance to optimize their wealth without the burden of managing it all themselves. If we’re unable to work together, we will gladly assist with any questions you have and direct you to someone who can help. Please feel free to reach out today to explore what’s possible.
What fees can I expect?
We work with people looking to delegate their critical planning and investment needs on an ongoing basis. Our services include investment management, financial planning, tax strategy, tax preparation, and estate planning. We charge a blended fee that’s a percentage of the value of the investments we manage. We charge a minimum planning fee of $3,000 per year. Our fee structure is: — 1% on the first $1,000,000 we manage — 0.75% on amounts between $1,000,000 and $3,000,000 — 0.50% on amounts between $3,000,000 and $10,000,000 — 0.25% on amounts above $10,000,000 We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources.
What services do you offer?
Our mission is to maximize the value you get from your money. To achieve this, we aim to handle as much of the planning for you as possible. We assist clients with: Retirement planning Investment management Tax planning Estate planning Insurance review Cash flow planning And everything else necessary to ensure you feel both secure and enthusiastic about your financial future!
Can you help with proactive tax planning?
Your CPA does a great job accounting for last year's financials, but they often don't focus on minimizing your future tax liability. At Endeavor Advisors, we provide a comprehensive view and offer strategies to optimize your spending and savings for tax efficiency. You, or your CPA, will still handle filing your tax return.
What types of people does Endeavor work with?
We work with individuals from all walks of life. However, to remain sustainable as a business, we must receive fair compensation. Our ideal clients are those who have achieved a certain level of success, typically with a portfolio of at least $250,000. They’ve done an excellent job of saving and now seek expert guidance to optimize their wealth without the burden of managing it all themselves. If we’re unable to work together, we will gladly assist with any questions you have and direct you to someone who can help. Please feel free to reach out today to explore what’s possible.
What fees can I expect?
We work with people looking to delegate their critical planning and investment needs on an ongoing basis. Our services include investment management, financial planning, tax strategy, tax preparation, and estate planning. We charge a blended fee that’s a percentage of the value of the investments we manage. We charge a minimum planning fee of $3,000 per year. Our fee structure is: — 1% on the first $1,000,000 we manage — 0.75% on amounts between $1,000,000 and $3,000,000 — 0.50% on amounts between $3,000,000 and $10,000,000 — 0.25% on amounts above $10,000,000 We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources.
What services do you offer?
Our mission is to maximize the value you get from your money. To achieve this, we aim to handle as much of the planning for you as possible. We assist clients with: Retirement planning Investment management Tax planning Estate planning Insurance review Cash flow planning And everything else necessary to ensure you feel both secure and enthusiastic about your financial future!
Can you help with proactive tax planning?
Your CPA does a great job accounting for last year's financials, but they often don't focus on minimizing your future tax liability. At Endeavor Advisors, we provide a comprehensive view and offer strategies to optimize your spending and savings for tax efficiency. You, or your CPA, will still handle filing your tax return.
Let's Talk
Let's Talk
We'd love to learn more about you and
what we can design and build together.
We'd love to learn more about you and what we can design and build together.
We'd love to learn more about you and what we can design and build together.
123 Innovation Drive, Suite 500, Tech City, TX 75001
123 Innovation Drive, Suite 500,
Tech City, TX 75001
Mon-Fri: 9:00 AM - 5:00 PM
Sat: 10:00 AM - 2:00 PM
Sun: Closed
Mon-Fri: 9:00 AM - 5:00 PM
Sat: 10:00 AM - 2:00 PM
Sun: Closed
ENDEAVOR INVESTING
Implementing Great Ideas in Finance
Our Vision
We envision a world where financial planning transcends traditional methods, becoming a source of inspiration, a driver of positive change, and a reflection of the harmony between individual aspirations and financial realities.
Shape the future of investment management
Influence how clients achieve their financial goals
Making a positive, lasting impact on their financial lives
Our Mission
We envision a world where financial planning transcends traditional methods, becoming a source of inspiration, a driver of positive change, and a reflection of the harmony between individual aspirations and financial realities. Our vision is to lead the way in shaping the future of investment management, influencing how clients achieve their goals, and leaving a lasting impact on their financial well-being.
Paving the way for new approaches in helping people reach their financial dreams
Redefining financial guidance to drive meaningful change
Building meaningful, enduring support for clients' financial paths
ENDEAVOR INVESTING
Implementing Great Ideas in Finance
Our Vision
We envision a world where financial planning transcends traditional methods, becoming a source of inspiration, a driver of positive change, and a reflection of the harmony between individual aspirations and financial realities.
Shape the future of investment management
Influence how clients achieve their financial goals
Making a positive, lasting impact on their financial lives
Our Mission
We envision a world where financial planning transcends traditional methods, becoming a source of inspiration, a driver of positive change, and a reflection of the harmony between individual aspirations and financial realities. Our vision is to lead the way in shaping the future of investment management, influencing how clients achieve their goals, and leaving a lasting impact on their financial well-being.
Paving the way for new approaches in helping people reach their financial dreams
Redefining financial guidance to drive meaningful change
Building meaningful, enduring support for clients' financial paths