Pendleton Financial is a fiduciary fee-based investment firm dedicated to putting clients' goals and objectives first. Specializing in working with retirees, those nearing retirement, and business owners, the firm creates holistic financial and investment plans designed to serve as a blueprint for achieving success. Their team, consisting of Gray, Diane, and Brenda, is known for being friendly, honest, and skilled problem solvers, consistently providing tailored guidance that goes beyond standard investment management services. Clients appreciate the personalized approach, which includes comprehensive strategies that consider various aspects of financial health. With a focus on education and empowerment, Pendleton Financial aims to help clients realize their dreams through proactive planning. The firm is best suited for those with $500,000 or more to invest and operates on a fee-only basis, ensuring clients receive unbiased advice. Many clients express gratitude for the emotional and practical support they receive, highlighting the firm’s commitment to constant improvement and long-term success. Overall, Pendleton Financial is highly recommended for those seeking reliable financial guidance from a dedicated, family-run team.
Gray, Diane and Brenda have always been friendly, honest, and great problem solvers for our family financial concerns. We have been with them for many years and would recommend them highly!!
September 2024
It was a wonderful experience for our family. We had a great time and are so fortunate to be a part of the Pendleton Financial Family.
September 2024
Seeing familiar faces (and their families) in new and exciting surroundings certainly gets us out of our ruts of daily ritual. Thank you, Pendleton, for the wonderful day.
