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2607 Oberlin Road
Raleigh, NC 27608

919.781.4167
info@pendletonfinancial.com

Mission, Vision & Values

Mission 

Helping families and businesses achieve their financial goals by taking a holistic, planning approach to introduce well researched planning strategies that complement your financial objectives.

Vision

Help enable our clients to realize their dreams and have the financial means to pursue them.

 Values

  1. Embrace Faith and Family 
  2. Pursue learning to grow and share knowledge 
  3. Engage through active listening to better understand and help others
  4. Anticipate, embrace, and drive change through new ideas and bold actions to help others
  5. Create moments of joy for our clients through their experience with our firm
  6. Show loyalty to clients, fellow employees, and the company
  7. Be honest, trustworthy, and strictly confidential
  8. Be friendly, courteous, kind, and cheerful
  9. Use resources efficiently
  10. Be humble and have fun


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