At Pendleton Financial Wealth Management, your goals and objectives come first. We work alongside you as a retiree, pre-retiree, retirement plan, or business owner to help realize your goals and objectives by identifying what is most important to you. We then design smart, long-term and diversified investment strategies built within a comprehensive financial planning process. We are always looking for the most cost-efficient, high-value ways to manage your money.
We are fiduciaries, meaning we have to put the interests of our clients above our own interests. If there is a conflict of interest, we will clearly explain this conflict and ensure you are okay with it before proceeding. We have acted consistently as fiduciaries since well before it was mandated by the regulatory authorities. It is deeply a part of who we are. We are here to help others by serving them with their financial needs. We do this by earning our income through our straightforward cost structure of primarily fee-based asset management. It is the best way to align our interest with our clients. For us to do better when you do better.
We look forward to working with you and your family through the generations. From our family to yours. We are here to help.
Advisory Services offered through Pendleton Financial, LLC, an SEC Registered Investment Advisory Firm. Pendleton Financial serves as a Fiduciary to its Advisory Clients.
Company Details
- Employees
- 10
- Founded
- -
- Address
- 2607 Oberlin Road, Raleigh,north Carolina 27608,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- pendletonfinancial.com
- Keywords
- Investments, Business Succession Planning, Estate Planning, Retirement Planning, Life & Disability Insurance, Wealth Management, Financial Planning, 401k.
- HQ
- Raleigh, North Carolina
Pendleton Financial Questions
Pendleton Financial's website is pendletonfinancial.com
Pendleton Financial's LinkedIn profile is https://www.linkedin.com/company/pendleton-financial
Pendleton Financial has
10 employees.
View email and phone details for 10
employees at Pendleton Financial.
Pendleton Financial's industry is
Investment Management
Pendleton Financial's top competitors are
Everstar Asset Management,
Tarheel Advisors, Llc,
Ark Royal Wealth Management,
Paragon Commercial Bank,
Sunfield Advisors,
Beacon Wealthcare,
Anchor Capital Management Company,
Townsend Asset Management Corp.,
Hilton Head Capital Partners,
Olde Raleigh Financial Group.
Pendleton Financial's categories are Investment Management
Pendleton Financial's founding year is 1976
