We help individuals, families, business leaders, and retirement plans make thoughtful financial decisions through comprehensive financial planning and personalized investment management.
As fiduciaries, we put your interests first. We take the time to understand what matters most to you and build thoughtful, long-term strategies around your life, your goals, and your values.
Our relationships are built to last. As your needs evolve, we're here to help you navigate the decisions ahead for you, your family, your business, or your organization.
We work best with kind, thoughtful people from all backgrounds. We welcome people of all races, cultures, and ethnic backgrounds, and value relationships built on trust and mutual respect.
We proudly support veterans and military families. We recognize the unique financial decisions and transitions that can come with military service.
We strive to make financial planning welcoming and accessible. This includes supporting neurodivergent individuals, people with disabilities, including invisible or non-apparent conditions, and families helping a loved one who may need additional support.
We proudly affirm and support the LGBTQIA+ community. Everyone should be able to talk openly about their life, family, relationships, and financial goals and know they are welcome here.
Our values are rooted in the Christian tradition of loving and serving others. Our faith guides how we serve, not what we expect our clients to believe. We welcome people of all faiths and those with no religious affiliation.
Who We Typically Serve
We typically work with clients who have $500,000 or more in investable assets and are looking for a long-term financial planning and investment management relationship. We also help clients navigate major life changes, including retirement, career changes, the loss of a loved one, divorce, and other important transitions.
For those who may not meet this threshold, we provide pro bono financial guidance through community organizations and nonprofit partners.
Schwab is a registered broker-dealer and is not affiliated with Pendleton Financial, LLC or any advisor(s) whose name(s) appear(s) on this website. Pendleton Financial, LLC is independently owned and operated. Schwab neither endorses nor recommends Pendleton Financial, LLC , unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Pendleton Financial, LLC under which Schwab provides Pendleton Financial, LLC with services related to your account. Schwab does not review the Pendleton Financial, LLC website, and makes no representation regarding information contained in the Pendleton Financial, LLC website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
