Endeavor Continues Firmwide Growth with the Addition of Two New Partners

Adam Brennen and Philip Armes expand the firm’s advisory expertise and depth of services for high-net-worth clients

Endeavor, an independent, SEC-registered wealth management firm offering highly customized advice and comprehensive services to successful individuals and families, announced the addition of two new partners. Adam Brennen joins Endeavor as Partner and President, and Philip Armes joins as Partner and Director of Business Advisory.

“Our team’s unique expertise has been earned from decades serving the private wealth and investment management needs of incredibly successful families. This deep experience is the foundation allowing Endeavor to deliver more personalized, high-touch services without the inherent conflicts of corporate ownership, proprietary products, and constant employee turnover,” said Colter Lewis, Founder and CEO, Endeavor. “We are laser-focused on a more personalized client experience – a view shared by both Philip and Adam. As a group, we have managed billions in client investment assets and even more when considering operating family-owned businesses and directly held assets. Since inception, I intentionally sought best-in-class capabilities and built the infrastructure needed to serve the complex needs of generationally successful families. The difference is that we deliver the highest caliber of services without the headwinds of a publicly traded entity.”

Adam Brennen, CFP^®, CPWA^®, CWS^®, has more than 20 years of experience providing high-touch service to successful families, particularly in the areas of wealth planning, investment management, and multi-generational advising. In his previous role at Northern Trust, he led the greater Houston region as a member of the Executive Leadership Team, helping it become the highest-performing region in the enterprise.

Philip Armes, CEPA^®, helps entrepreneurs navigate every step of mergers, acquisitions, and other business transitions, from pre-transaction planning to post-sale wealth management. Previously, as Senior Vice President at Northern Trust Wealth Management, he led business development for the Houston office, securing nearly $1 billion in new assets under management by guiding entrepreneurs through successful liquidity events.

“At Endeavor, we pride ourselves on forming deep, authentic relationships with our clients. Our independent boutique structure enables us to deliver personalized white-glove service, cutting-edge technology, and comprehensive wealth planning with the flexibility our clients deserve,” said Adam Brennen, President, Endeavor.

“Joining as partners with an ownership stake in Endeavor, Adam and I have direct accountability to clients, not shareholders or Wall Street analysts,” said Philip Armes, Director of Business Advisory, Endeavor. “Personally invested in our clients’ success, we are expanding the sophisticated, comprehensive services we can offer to meet the most complex financial needs.”

Freddy Garza, CFP^®, CPA, Partner and Director of Wealth Planning, also a former colleague at Northern Trust, rounds out Endeavor’s leadership team and provides deep wealth planning and family office administration expertise.

As an independent and objective partner, Endeavor offers a comprehensive, relationship-driven financial advisory model that goes well beyond traditional investment management. The firm helps its clients, including multi-generational families and business owners, simplify the complexities of wealth so they have the peace of mind to pursue any endeavor they choose.

About Endeavor

Endeavor is a registered investment advisor (RIA) offering comprehensive, advice-driven wealth management services to successful individuals, multi-generational families, and business owners. Leveraging unique, deep expertise honed from decades serving top families across private banking and wealth management, the Endeavor team provides high-touch, personalized service to simplify the complexities of wealth and bring peace of mind to its clients. Learn more at endeavor-advisors.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250409036639/en/

"Since inception, I intentionally sought best-in-class capabilities and built the infrastructure needed to serve the complex needs of generationally successful families." - Endeavor Founder and CEO Colter Lewis