Molly Bernet Balunek, CFP^®

Co-Founder

Endeavor Wealth Advisors, LLC

29525 Chagrin Blvd., Suite 300
Cleveland, OH 44122

FINANCIAL ADVISOR'S WEBSITE

www.endeavorwa.com

(216) 373-0808 CONNECT WITH Molly

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We manage investment portfolios on a percentage of assets and/or provide financial planning consulting on a fixed fee/retainer basis.

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$250,000

My Links

Endeavor Wealth Advisors

General

Molly Balunek is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Endeavor Wealth Advisors, LLC in Cleveland, OH and the surrounding communities.

Financial Advisor Overview

Molly has found that striving to help clients make smart money decisions begins with building a foundation based on an understanding of what truly motivates each client and the individual core values and beliefs which drive their goals. She founded Laurel Tree Advisors with the belief that there is a growing need for values-based financial planning for people who seek financial freedom.

Financial Advisor Experience

Molly Balunek has practiced as an advocate for successful financial management for over 25 years. She is passionate about helping people take charge of their personal finances. In the community, Molly served on the Board of Directors of FPA from 2017-2019. Prior to that, she served as a co-host of the Business Success Knowledge Circle for the Financial Planning Association (FPA) for three years. She served seven years on the Board of the FPA of Northeast Ohio (President in 2012), and helped develop content for and presented at the President-Elect track at the annual Chapter Leaders Conference of the FPA from 2011 – 2013.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances