About EWP

Hi, my name is Shane and I am the founder of Endurance Wealth Planning. I am an Accredited Investment Fiduciary. I typically help high-income professionals and high-net-worth investors create alignment with their abundance so they can live in flow with their wealth and serve their purpose. After coaching clients on their finances for over eight years and being a registered investment advisor for more than 5 years, I have seen many situations and provided advice that helps clients go from chaos to serenity with their finances. 

I bring the technical, education, experience, and ethics you are looking for to help clients achieve their goals, and live a better life.

My education consists of graduating from Bentley University outside of Boston, MA with a B.S. in Finance, and achieving an Information Technology certificate from Northeastern University in 2002. I currently holds the series 65 designation as an Investment Advisor Representative.

Our Values

You Before Profit

We believe in conflict-free advice. We do not receive any third-party compensation for any financial products or services offered. Our financial and legal obligation is to you and you only.

Planning Not Gambling

We are planners, not gamblers. Established goals drive our actions. Discipline, not greed, informs our investing. Integrity and transparency is the foundation of all we do.