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Eric Leider, CFP®, RLP®, BFA™

Modern Financial Advice For Values-Driven Families Creating Enduring Legacies

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Enduring Financial Eric Leider, CFP®, RLP®, BFA™
McKinney, TX

Serving Clients Nationwide

Modern Financial Advice For Values-Driven Families Creating Enduring Legacies

8 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

626-354-9824

Website

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

Primary Location

McKinney, TX 75071

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

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 Disclosure

Who 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

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Professional, Relatable, Trustworthy

✅ Wealthtender Certified Advisor Review™
Jun 1, 2023
I enjoyed working with Eric for a few years while he was my financial advisor at United Capital. I was in the midst of working a full time job and pursuing a startup business during our time. He was always supportive and encouraging of my pursuit. He was relatable and helped put my mind at ease with his financial expertise. I'm happy to see him putting together his background of fitness and finances to better the lives of other like minded individuals. He's a great life planner and will keep you on track with your goals! I would definitely recommend Eric!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Owen Lysaught
Owen Lysaught

Your future self will thank you for talking with Eric today.

✅ Wealthtender Certified Advisor Review™
May 28, 2023
Eric and I have a shared history working for the same fitness brand for many years, and I had the pleasure of being interviewed on his Human Potential Podcast (which you should check out!). As a former fitness & performance coach and manager of training teams, along with his Life Planning education and experience, Eric is uniquely qualified to help fitness professionals plan their careers, meet their personal aspirations, and achieve healthy financial futures. If I ever leave the financial planner I’ve partnered with for 12 years, I would definitely work with Eric. If you don’t already have an Eric, you owe it to yourself to speak with him. 
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nancy Accetta MHS
Nancy Accetta MHS

A purity unrivaled in this gentleman I know and Love.

✅ Wealthtender Certified Advisor Review™
May 26, 2023
It's a rarity when you meet someone you seamlessly click with. From the first time I ran into Eric Leider we were instantaneous best friends. I chalk it up to the Cosmos. I don’t know what brings us in tune to each others rhythms and/or function. Our personas unfold naturally with no edge, no ego and an unfiltered rawness you try so hard to find these days out in the world. Over the course of the last few years we haven’t been able to see each other as much to say the least. It's weighed heavy on me not having him down the street where we could meet up for coffee and just shoot the shit with each other about anything that comes to mind. Those were the times. We found our wives, moved to different cities, had kids. You know this story. Through a lot of the challenges we’ve managed to devote time aside to catch up with one another whether it be through pictures, quick chats or FaceTime, etc. Sprinkled in on just checking in on each others lives, Eric has not only guided me financially but he has also guided me through a lot of life's idiosyncrasies. At the time , these things seem monumental. We never know what can happen day to day. I'm lucky to have him at a moments notice. Eric’s what they call a Stalwart. Reliable - Hardworking - Loyal. Effortless could also be used to describe his devotion. Much of this has to do with Erics persona and his demeanor. His essence is pure and his candor is that of pianist - Hitting all the right notes - on time, in tone and precise. At the end of the day, aren't we all looking for that on the other side of the coin no matter what the basis of our inquiries are, or the tutelage that we seek? I think so. Whether it be financial advice, legalities or better still - anything under the sun that requires unconditional care - You want my guy in your chicken coop.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Eric Battin
Eric Battin

Highly reliable and empathetic individual with strong financial knowledge

✅ Wealthtender Certified Advisor Review™
May 18, 2023
I had the pleasure of working with Eric for several years when he was a financial advisor at United Capital. At the time, I was working for a startup and my life was a bit chaotic. Eric was very supportive of my venture despite the risk involved and was always there to help any time I had questions/concerns. He helped me navigate difficult financial situations with a calm demeanor and consistently provided me with great financial advice. One thing I always admired about Eric was his empathy and ability to relate with me on my rollercoaster path of a career. He didn’t try to steer me away; instead, he encouraged me to pursue my goals. Eric is a wonderful guy and I’m very fortunate to have worked with him. I was sad to see him leave United Capital but happy to see him on this new path. His skill set as a fitness and financial professional set him up perfectly to be a fantastic life planner and help people achieve their lifelong goals. Anyone would be lucky to work with Eric. I highly recommend him!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Max Ferre
Max Ferre

A person centered approach that is less intimidating.

✅ Wealthtender Certified Advisor Review™
May 14, 2023
I’ve worked with Eric for an extended period of time, as both a personal trainer and as my intro to financial advising. I hired him as a personal trainer over a decade ago, and he was more than just the guy who programmed my workouts. He made it a point to center my time around mindset, which made me much more consciously aware and proactive about my physical health. Years later, we connected and began to go over some beginning financial planning. I was pretty intimidated by my finances, but Eric carried the same energy and approach of being “person centered” and made the process less scary. It was reassuring because I’m not a numbers person. He made it made sense to someone who wasn’t ever taught or learned any financial literacy. As someone who has started my own business within the past few years and married within the last, I’d love to work with Eric again.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Aileen Gurango
Aileen Gurango

Eric is a rare breed: great listener, great educator, great motivator. HIGHLY recommend!

✅ Wealthtender Certified Advisor Review™
May 11, 2023
I worked with Eric for over a year when he was a Senior Financial Advisor at Personal Capital, and I'm delighted to recommend him as not only a trusted financial wealth of knowledge, but an overall excellent coach and person. Over our many conversations, both via email and phone, I developed a wonderful working relationship with Eric. He was always an attentive listener, provided me with great advice, and offered perspectives on various topics that I hadn't considered myself. We discussed the usual topics: investing, asset allocation, various retirement accounts, etc. However, we also discussed holistic life planning items such as: life insurance, work-life balance, estate planning (healthcare proxy, power of attorney, wills), and even topics as open-ended as where to live and raise a family (we're both around the same age with young families). These topics are incredibly complex, but Eric had a way to synthesize them and distill them down to be understandable, manageable, and actionable, which I really appreciated (and needed). As to be expected, Eric quickly advanced at Personal Capital and the firm matched me up with another advisor, a bit to my dismay. I emailed Personal Capital to let them know that I was very happy with Eric and I wished him the best. Much to my delight, Personal Capital reached out to Eric and he agreed to continue to have me as a client even though he was starting a new position with increased responsibility and a whole host of new clients - truly a gem! I was bummed to find out Eric was leaving Personal Capital because I received so much value from him and really enjoyed connecting with him and getting to know him as a person. However, I was simultaneously excited and happy for him and his family to take the next steps in their journey. TL;DR Eric is a rare mix of person with all the qualities a great coach possesses. I highly recommend him!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Daniel Flagg
Daniel Flagg

Trusted Resource

✅ Wealthtender Certified Advisor Review™
May 10, 2023
I connected with Eric when we were both young finance professionals in San Diego. Eric helped me get set up with my first personal investment account, and was always a trusted resource with any questions I had. Eric has referred me several mortgage clients over the years, including himself.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bill Morris
Bill Morris

Wealth of experience coupled with curiosity differentiate Eric from others in the field

✅ Wealthtender Certified Advisor Review™
May 10, 2023
I was fortunate to get to work with Eric during his time at Personal Capital where he managed multiple accounts for our family. I appreciated his experience in the space and how he willingly shared that knowledge. His willingness to ask penetrating questions, an innate curiosity and insightful perspectives differentiated him from others in the field. It’s always a pleasure to engage with someone who has a similar mindset. Eric’s holistic perspective – including finance, health, longevity will serve him well as a life planner. With an open mind and a sincere interest in his clients, along with a broader view of where they want to go in life, allow him to provide a unique and valuable service that will have a meaningful impact on his clients and himself.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jeff Fodi
Jeff Fodi
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