Mission, Vision & Values
To help families and businesses achieve their financial goals.
To be the best financial planning and investment management firm in North Carolina.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Gray E. Pendleton, CFP