ABOUT
Financial Advice Aligned With Your Deepest Values
WHAT WE DO
We Transform Financial Complexity Into Purposeful Clarity.
At Enduring Financial, we integrate sophisticated planning strategies with your deepest values to create wealth management that truly matters. While many firms treat money as the end goal, we recognize it as a tool for creating meaning and impact.
Our work goes beyond traditional investment management to address the questions that keep values-driven families up at night: how to raise financially responsible children, create lasting impact with your resources, optimize your tax situation, and build wealth that reflects what you stand for.
Through our Enduring Legacy System, we help you navigate life's financial complexities with confidence, transforming abstract numbers into concrete plans that support what matters most to you and your family.
The Enduring Financial Difference
enduring financial
A Typical Wealth Manager
Robo Advisors
Values-Based Financial Planning
Proactive Personalized Guidance
Leading-Edge Financial Tech
Retirement Planning
Faith-Integrated Stewardship
Holistic Life Planning
Proactive Tax Planning
Equity & Executive Compensation Analysis
Legacy & Estate Planning
Investment Portfolio Management
Strategic Tax-Loss Harvesting
Behavioral Finance Coaching
WHO WE SERVE
Values-Driven Families With Vision Beyond Wealth
We partner with thoughtful families (ages 30-50) who've built financial success but seek deeper meaning beyond wealth. Our clients are typically mid-career professionals, entrepreneurs, and technical experts who:
Whether managing a career transition, optimizing stock options, or creating a framework for raising financially-responsible children, we help transform your success into something that truly endures.
Our Process
From Success To Significance In Five Phases
We call our process the Enduring Legacy System - transforming financial achievements into meaningful legacies through a structured approach that balances sophisticated planning with your deepest values.
The Enduring Legacy System
PHASE 1. FOUNDATION
We begin with understanding what truly matters to you and your family, exploring your vision and values through thoughtful conversation.
PHASE 2. WISDOM
Next, we design your comprehensive legacy blueprint, evaluating every aspect of your financial life through the lens of your priorities.
PHASE 3. STEWARDSHIP
Implementation brings your vision to life through tax-efficient planning, values-aligned investing, and protection strategies.
PHASE 4. IMPACT
We help you create lasting change by pursuing your unique vision of impact - whether through charitable giving, community involvement, teaching your children enduring values, or creating ripples of positive influence that extend for generations.
PHASE 5. ENDURANCE
Through regular reviews and family meetings, we ensure your legacy thrives despite changing circumstances, maintaining alignment between resources and vision.
This structured yet flexible approach adapts to your unique situation while providing the clarity and confidence you need to build a legacy that truly endures.
WHAT TO EXPECT
Our Client Experience
Your journey with Enduring Financial unfolds through three thoughtfully designed stages:
01
Introduction & Values Assessment
Our relationship begins with understanding you, not just your finances. In a relaxed, no-pressure conversation, we explore your story, aspirations, and what truly matters to your family. This creates the foundation for meaningful partnership.
02
The Enduring Legacy System
Once we decide to work together, we implement our proven system - translating your values into actionable financial strategies. Unlike traditional plans that gather dust, our approach creates a living framework that grows with your family.
03
Ongoing Partnership & Evolution
Financial plans should evolve as life does. Through quarterly meetings and proactive planning, we continuously refine your strategy, celebrate progress, and adapt to life's changes - ensuring your resources remain aligned with what matters most.
MEET US
Eric Leider, CFP®, RLP®, BFA™
Founder, Financial Planner
I founded Enduring Financial because I believe your wealth should serve something greater than just growing bigger numbers on a statement. As a CERTIFIED FINANCIAL PLANNER™, Registered Life Planner, and Behavioral Financial Advisor, I help values-driven families like yours align their resources with what truly matters most - creating meaningful impact that endures for generations.
MEET THE FOUNDER
Eric Leider, CFP®, RLP®, BFA™
I founded Enduring Financial because I believe your wealth should serve something greater than just growing bigger numbers on a statement. As a CERTIFIED FINANCIAL PLANNER™, Registered Life Planner, and Behavioral Financial Advisor, I've learned that the most meaningful financial planning happens when we align your resources with what truly matters to you and your family.
MY PROFESSIONAL JOURNEY
My path to founding Enduring Financial took me through several respected financial planning and wealth management firms, most recently serving as a Wealth Manager at Goldman Sachs. There, I worked with mass affluent, high net worth, and ultra-high net worth clients - and I saw firsthand how even successful families can struggle to find deeper meaning in their wealth.
I also stepped into the entrepreneurial world as CFO of a $25MM ARR company, which gave me a unique perspective on the challenges you face as a business owner or executive. Whether you're navigating equity compensation, planning an exit, or balancing growth with family priorities, I understand those pressures because I've lived them.
My background as a former collegiate basketball player at Occidental College taught me the value of discipline, teamwork, and staying focused on long-term goals - principles I bring to every client relationship today.
WHAT DRIVES ME
The work I do with families isn't just professional - it's deeply personal. I'm on this journey of intentional living right alongside you, with my wife Natalie and our three children (Kylie, Hudson, and Cayden), plus our energetic dog Maggie who keeps us all grounded.
Every day, I'm making the same decisions you are: How do we raise financially responsible kids? How do we balance career success with family priorities? How do we use our resources to create lasting impact? I don't have all the answers, but I'm committed to figuring it out together.
As an active leader in my church's men's ministry, I work with other fathers who are striving to be vision-driven dads and committed husbands. This constantly reminds me why our financial decisions matter far beyond the numbers - they're about the legacy we're building and the values we're passing on.
MY COMMITMENT TO YOU
When you work with me, you're not just getting technical expertise. You're partnering with someone who genuinely understands that your wealth is a tool for creating the life and impact you envision for your family.
I believe that intentional living isn't just about financial planning - it's about approaching every aspect of life with purpose and thoughtfulness. Whether it's the daily rhythms we create for our families, the way we prioritize our health and relationships, or how we invest our time in what matters most, these choices all reflect our deeper values.
The same intentionality you bring to raising your children and building your marriage should guide your financial decisions too.
That's the heart of what we do at Enduring Financial: helping you transform financial complexity into purposeful clarity, so your wealth serves your family's deepest values and vision for generations to come.
PROFESSIONAL ASSOCIATIONS
ALLIANCES
Betterment Advisor Solutions
Betterment Advisor Solutions provides Enduring Financial with advanced financial technology and investment management services designed specifically for independent advisors. Founded in 2010, Betterment has established itself as a leading digital investment platform combining sophisticated algorithms with intuitive design. Their advisor platform offers streamlined portfolio management, tax-efficient investing strategies, and an exceptional client experience. Through our alliance with Betterment Advisor Solutions, we can provide our clients with automated rebalancing, tax-loss harvesting, and digital goal tracking while maintaining our personalized, values-driven approach to wealth management.
Altruist
Altruist represents a modern approach to custodial services for independent advisors like Enduring Financial. Founded with the mission to make quality financial advice more accessible, Altruist provides an all-in-one digital platform that simplifies investment management and client service. Their innovative technology allows us to reduce operational costs and complexity while enhancing our ability to deliver comprehensive, values-aligned financial planning. With features like fractional shares, paperless account opening, and integrated financial planning tools, our partnership with Altruist enables us to focus more time on what matters most—helping our clients create enduring legacies.
Charles Schwab
Charles Schwab & Co., Inc. is a leading provider of custody, trading and support services to independent investment advisors like Enduring Financial. Schwab Advisor Services has been serving independent advisors since 1987, providing the platforms, resources, and institutional-level services needed to serve clients effectively. Their commitment to integrity, service, and transparency aligns with our own values-driven approach. Through our relationship with Schwab, our clients benefit from sophisticated wealth management capabilities, comprehensive reporting, and the security of working with one of the most respected names in financial services.
Vanguard
Vanguard is one of the world's largest investment management companies, offering a wide selection of low-cost index funds, ETFs, and related services. From its founding in 1975, Vanguard has distinguished itself with a unique ownership structure where its funds are owned by the funds themselves, and therefore by the investors in those funds. This client-owned structure has enabled Vanguard to consistently lower investment costs and place investor interests first. Enduring Financial leverages Vanguard's high-quality, low-cost investment vehicles as core components of our portfolios, allowing us to build efficient, values-aligned investment strategies that focus on long-term results rather than short-term performance—a philosophy that perfectly complements our approach to creating enduring legacies.
Enduring Financial, LLC (“Enduring Financial”) is a registered investment adviser located in McKinney, Texas. Registration with the Texas State Securities Board does not imply a certain level of skill or training. The content on this website is for informational and educational purposes only and should not be construed as personalized financial, investment, tax, or legal advice. Advisory services are offered only through a written agreement with Enduring Financial.
All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results. Future returns may be higher or lower, and investment values will fluctuate with market conditions. Any referenced rates of return are historical or hypothetical and are not guarantees of future outcomes.
Client testimonials reflect individual experiences and may not be representative of all clients. No compensation is provided for testimonials unless otherwise disclosed.
Enduring Financial may provide guidance on tax-related topics, but does not provide legal or tax advice. Clients should consult their own legal or tax professionals regarding their individual circumstances.