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Effective Strategies for your ideal tomorrow

NOTE - We are meeting in our physical office, over the phone, or virtually via GoToMeeting. We have all been vaccinated and we test regularly.


Partners in your Financial Future

At Pendleton Financial, your goals and objectives come first. We work alongside business owners, professionals and families to help realize their goals and objectives by identifying what is most important to you. We then build a holistic, comprehensive financial plan to guide as a blueprint in obtaining your goals. Consistent monitoring allows us to make changes to your plan to ensure success. Through our process, you will have a very clear picture of what is necessary to achieve your financial goals.

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 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. 


The Proven Success of our Planning Process

Every good strategy begins with a structured plan. We use the proven CFP® CERTIFIED FINANCIAL PLANNER™ process as outlined below. This process guides us in building and monitoring your plan:

1. Understanding our Client’s Personal and Financial Circumstances

2. Identifying and Selecting Goals

3. Analyzing our Client’s Current Course of Action and Potential Alternative Course(s) of Action

4. Developing the Financial Planning Recommendation(s)

5. Presenting the Financial Planning Recommendation(s)

6. Implementing the Financial Planning Recommendation(s)

7. Monitoring Progress and Updating

Our Guiding Principles

Embrace Faith and Family 

Be Trustworthy

Be Loyal

Be Friendly

Listen Actively

Learn Consistently

Offer Proactive Ideas

Maintain Confidence

Strive for Efficiency

Spread Joy

Our 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.

Our Vision

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

Management

Strategies

Creativity

Goals

Trust

Protection

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