07/24/2026
Approaching Retirement? Start Here The years around retirement are when alignment matters.
With over two decades of experience in the financial services industry, Ari works closely with his clients on a financial planning & investment management.
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. 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. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
07/24/2026
Approaching Retirement? Start Here The years around retirement are when alignment matters.
07/17/2026
Trump Accounts: What Parents and Grandparents Should Know
Trump Accounts: What Parents and Grandparents Should Know | Endurance Wealth Partners Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.Depending on the article, they sound like a college fund, a retirement account, or something brand new altogether.For parents and grandparents trying to figure out whether any of it matters for their f...
07/17/2026
When Did You Last Review Your Fees? Expense ratios have dropped a lot since 2005.
Financial capital matters.
But it’s not the only kind of wealth your family needs to protect.
True wealth also includes your family’s health, character, relationships, reputation, decision-making, trust, values, and sense of purpose.
Because money is powerful—but it’s still just fuel.
When a family is connected, communicates openly, and shares a common vision, they’re better equipped to preserve both their wealth and their legacy for generations to come.
If your family is ready to think beyond the balance sheet, let’s connect.
07/07/2026
Retirement Did Not Always Look Like This See how retirement has changed over 75 years.
07/05/2026
How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)
How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan) | Endurance Wealth Partners Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.For much of the last century, retirement followed a fairly predictable pattern: work for decades, retire around age 65, and slow down. Today, that picture looks very different.Retirement has evo...
06/30/2026
Boring versus shiny Traditional industries quietly outlast startups
06/25/2026
Most race stories begin at the starting line.
Mine began at the registration table.
After helping a group of fellow athletes get to the starting line at Eagleman 70.3, I made my way to the check-in table and learned something I still can't believe...
**I had never signed up.** 😅
The race director looked at me, laughed, and said,
*"Ari, you took care of everyone else but forgot to take care of yourself."*
Thankfully, they made it happen.
With about 15 minutes until the start, I sprinted through transition, threw everything together, grabbed my wetsuit, and somehow made it to the swim just in time.
The adventure didn't stop there...
🌊 The current carried me past the swim exit, so I had to swim back.
📌 As I left transition for the run, I realized I'd forgotten my race belt at home. A few safety pins later, I was finally on my way.
Despite all the unexpected twists, it ended up being one of my favorite race experiences.
Huge thank you to the volunteers, race officials, my family, friends, and everyone who cheered us on. Looking forward to the next adventure! ❤️🏊♂️🚴♂️🏃♂️
06/23/2026
5 trillion dollars is changing hands Are business owners ready for the wave?
06/16/2026
One of the most overlooked corners of real estate Hint: it is probably down the street from you
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