2607 Oberlin Road
Raleigh, NC 27608


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Pendleton Financial | Employee Benefits & Wealth Management:

Pendleton Financial helps companies and organizations on ensuring their employee benefit plans are competitive and are in compliance with health care reform/ PPACA.  We specialize in helping companies self-fund their medical insurance plans.

We also provide addition compliance support to companies with increasing federal regulations from the National Labor Relations Board (NLRB), the Department of Labor, and the IRS, to name a few.  We work with your human resources department to help alleviate their time for other more important tasks as well.  One of our largest medical insurance/ employee benefits clients is WakeMed Health and Hospitals.  We work with them to ensure their employees receive the best benefits at the best possible cost.

We also help our clients on ensuring their 401k and 403b plans are in compliance.  We act as fiduciary investment advisors, able to share risk with plan sponsors and give actual tailored advice to each plan participant.  This helps our clients increase the participation in and effectiveness of their retirement plans.  We also help our clients in other financial areas such as key-person incentive packages and business succession plans.

Wealth management and estate planning are also two essential pieces of the puzzle we assist business owners and individuals with.  We have an innovative approach built around our client's goals, not our quarterly numbers.



Helpful Content

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Get Paid for Going Green

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Put It in a Letter

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.


Countdown to College

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What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Should You Choose a Fixed or Variable?

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The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

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