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.
We proudly serve individuals and families across a wide range of backgrounds, including people of African, European, Hispanic, Indigenous, Middle Eastern, South Asian, East Asian, and Pacific Islander descent.
We are honored to support veterans, military families, neurodivergent individuals, and people with disabilities, including those with invisible or non-apparent conditions.
We affirm and uplift the LGBTQIA+ community and are devoted to creating a space where all identities are welcomed, respected, and honored.
Pendleton Financial is a Christian-led firm, and we are also deeply respectful of all faith traditions. We warmly welcome clients of every or no religious background. Our work is grounded in care, compassion, and integrity. We believe every person deserves to feel seen, safe, and honored in their financial journey.
We typically work with clients who have $500,000 or more in investable assets, or those approaching significant life transitions where long-term planning is essential. For those who may not meet these thresholds, we offer pro-bono financial guidance through several 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.
