Eric Leider, CFP®, RLP®, BFA™
Modern Financial Advice For Values-Driven Families Creating Enduring Legacies
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Serving Clients Nationwide
Modern Financial Advice For Values-Driven Families Creating Enduring Legacies
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Eric Leider, CFP®, RLP®, BFA™
Hi, I'm Eric Leider. 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 Designations
- Behavioral Financial Advisor (BFA)
- CERTIFIED FINANCIAL PLANNER ®
- Registered Life Planner (RLP)
Affiliations
-
CFP Board
- Fee Only Network
- Kinder Institute of Life Planning
- Kingdom Advisors
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
McKinney, TX 75071
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
What to expect in the first meeting
Click the 'Book Intro Call' button to start your free enduring legacy assessment, a 3-step process showing you how to align your finances with your values, optimize your wealth strategy, and create lasting impact. There is never a hard-sell or pressure to say "yes". Our goal is to help you make the best decision for your family's future - whether that's with us or with someone else who can better serve your unique situation. I look forward to speaking with you.Offers Investment Management
Yes
About Enduring Financial
At Enduring Financial, we're an independent planning-first advisory firm partnering with high-earning, values-driven families to align financial success with meaningful purpose.We blend modern financial strategies with thoughtful stewardship principles, helping you build wealth that reflects your core values without unnecessary complexity. Our approach combines technical expertise with genuine care.
We give purpose-focused professionals the clarity and confidence to make financial decisions that support their families today while creating a legacy that endures for generations to come.
What We Do
Enduring Financial provides thoughtful wealth management that goes beyond traditional planning. Through our Enduring Legacy System, we help values-driven families align their finances with both their principles and long-term goals. Where most firms focus primarily on investment returns, we build relationships that help you create wealth with purpose and lasting impact.
Our approach combines smart planning with practical steps, optimizing tax strategies across your personal and business finances while building investment portfolios that reflect your values. We guide you in creating meaningful family legacy frameworks that develop wealth serving multiple generations.
We partner with you to transform complex financial concepts into clear actions that support your family's unique journey, making wealth management more accessible and aligned with what matters most to you.
Who We Serve
✔️ You're a thoughtful, values-driven family (Age 30-50).
✔️ You've worked hard to achieve financial success.
✔️ You're ready to transform your financial achievement into something that endures beyond just wealth.
Who You Are
We partner with purpose-driven families who value thoughtful stewardship and see their finances as a tool for lasting impact. Our clients are intentional families who want their resources to align with their core values and long-term vision.
Whether you're navigating equity compensation, planning for retirement, or considering how to transfer wealth to the next generation, we help transform complex financial situations into clear pathways forward.
Our expertise particularly serves those with established careers who are ready to move beyond basic financial planning to create an enduring legacy that reflects what matters most to them. We welcome families of all backgrounds who resonate with values of stewardship, purpose, and meaningful legacy.
What to Expect
When you partner with Enduring Financial, you'll experience a purposeful approach that transforms traditional wealth management into something more meaningful.
We guide you through a clear, intentional process that aligns your resources with your deepest values. From strategic tax optimization to values-based investment planning, our work together creates pathways for both immediate financial clarity and lasting family impact.
We give purpose-focused professionals the clarity and confidence to make financial decisions that support their families today while creating a legacy that endures for generations to come.
Contact us today. We look forward to getting to know you.
Education
Occidental College, Bachelor of Arts (B.A.), Economics (Business/Management)
Hobbies and Interests
- Basketball
- Church
- Cooking
- Eating Out
- Exercising
- Family
- Hiking
- Hockey
- Reading
- Running
- Sports
- Swimming
- Volleyball
- Volunteering
- Working Out
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Christians
- Content Creators
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Intergenerational Families
- Newly Engaged / Newlywed
- Parents
- Remote Workers
- Sales Professionals
- Therapists
- Young Families
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Professional, Relatable, Trustworthy
Your future self will thank you for talking with Eric today.
A purity unrivaled in this gentleman I know and Love.
Highly reliable and empathetic individual with strong financial knowledge
A person centered approach that is less intimidating.
Eric is a rare breed: great listener, great educator, great motivator. HIGHLY recommend!
Trusted Resource
Wealth of experience coupled with curiosity differentiate Eric from others in the field
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