At Pendleton Financial, your goals and objectives come first. We are a fiduciary fee-based investment firm specializing by working with retirees, those close to retirement, business owners and their families. We build a holistic, comprehensive financial and investment plan to guide as a blueprint in obtaining your goals. Consistent monitoring allows us to make changes to your plan to ensure success. Our purpose is to Educate & Empower Clients to Realize their Dreams through Constant Improvement of Proactive Planning & Investment Strategies. We are best suited for those with $500,000 or more to invest and are only paid for investments through fees, not commissions. We look forward to working with you!
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.
