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Our History & Giving Back

Our History

Gary Pendleton founded the company in 1976 while he was still a colonel in the North Carolina National Guard.  He was able to continue serving the country, ultimately achieving the rank of Brigadier General, while building his growing business.  As he would in a military campaign, "The General," as he is affectionately known throughout the community, grew the business while providing simplicity amongst the noise of the markets. 

Pendleton Financial has grown to become one of the leading financial advisory & estate planning firms in the region.  We leverage the individual powers of our teammates and strengths of our national alliances to strategically plan your business and personal strategies.  We are headquartered in Raleigh, NC and help individuals, families and businesses located throughout the state and across the country.

In 2023 we made the decision to become completely independent and form our own Registered Investment Advisory firm. We look forward to celebrating our 50th year in business with you in 2026!

In the Community

Member: 

Giving Back

Pendleton Financial loves giving back to the community!
Below are some of the groups we support with our time and money.

2023:


- The Kiwanis Club of Raleigh

- Aldert Root Elementary PTA 

- Aldert Root Elementary Foundation

- Fraternal Order of Police

- White Memorial Presbyterian Church

- BAPS Charities 

- Y Guides of the Triangle

- St Andrews Society of North Carolina

- CCC Foundation 


2022:


- The Kiwanis Club of Raleigh

- Aldert Root Elementary PTA 

- Aldert Root Elementary Foundation

- Healing Transitions of Wake County

- BAPS Charities 

- Fraternal Order of Police

- White Memorial Presbyterian Church

- Y Guides of the Triangle

- St Andrews Society of North Carolina


2021:


- The Kiwanis Club of Raleigh

- Aldert Root Elementary PTA 

- BAPS Charities 

- Fraternal Order of Police

- White Memorial Presbyterian Church

- ALS Association of NC



2020:


Pendleton Financial supports:

- The Kiwanis Club of Raleigh - Gold Sponsor


Gary Pendleton

- WakeMed Foundation Sponsor


Gray Pendleton


- Volunteer, Greater Raleigh Chamber of Commerce Capital Campaign

- Volunteer, WakeMed Foundation


2019:

Pendleton Financial supports:

- Triangle Family Services

- The Kiwanis Club of Raleigh - Gold Sponsor


Gary Pendleton

- WakeMed Foundation Sponsor


Gray Pendleton

- Chairman, North Carolina Homeowner's Recovery Fund

- Board Member, North Carolina Licensing Board for General Contractors

- Volunteer, Greater Raleigh Chamber of Commerce Capital Campaign

- Volunteer, WakeMed Foundation


2018:

Pendleton Financial supports:

- Triangle Family Services

- The Kiwanis Club of Raleigh - Gold Sponsor Annual Dinner

NC Spinal Cord Injury Association


Gary Pendleton

- WakeMed Foundation Sponsor


Gray Pendleton

- Chairman, North Carolina Homeowner's Recovery Fund

- Board Member, North Carolina Licensing Board for General Contractors

- Volunteer, Greater Raleigh Chamber of Commerce Capital Campaign

- Volunteer, WakeMed Foundation


2017:

Pendleton Financial supports:

- Triangle Family Services

- The Kiwanis Club of Raleigh - Gold Sponsor Annual Dinner

NC Spinal Cord Injury Association


Gary Pendleton

- WakeMed Foundation Sponsor


Gray Pendleton

- Past President, Raleigh Kiwanis Foundation

- Board Member, North Carolina Licensing Board for General Contractors

- Volunteer, Greater Raleigh Chamber of Commerce Capital Campaign


2016:

Pendleton Financial supports:

- Triangle Family Services

- The Kiwanis Club of Raleigh

BAPS Charities


Gary Pendleton

- Representative in the North Carolina General Assembly


Gray Pendleton

- President, Raleigh Kiwanis Foundation

- Board Member, North Carolina Licensing Board for General Contractors

- Volunteer, Greater Raleigh Chamber of Commerce Capital Campaign


2015:

Gray serves as President Elect for the Raleigh Kiwanis Foundation



Gary Serves as a Representative in the NC Legislature

Gray Serves on the North Carolina Licensing Board for General Contractors

Sponsor of Triangle Family Services' Annual WakeUp! with TFS Event


WakeMed Foundation - Annual Gala Sponsor


2014:

Sponsor of Triangle Family Services' Annual WakeUp! with TFS Event

WakeMed Foundation - Annual Gala Sponsor

Other Involvements:

Raleigh Chamber of Commerce Annual Campaign


2013:

Sponsor of Triangle Family Services' Annual Breakfast

WakeMed Foundation - Annual Gala Sponsor

Raleigh Kiwanis Club - Pancake Breakfast Sponsor


2012 - Gold Star Sponsor - Last Band Standing - Benefiting Urban Ministries

    

2012 - Sponsor of Triangle Family Services' Gingerbread Gala

        

 

Gary was President of his Raleigh Kiwanis group until October 1, 2011, but he's remained humble as you can see him mixing batter for their pancake breakfast on October 23. Kiwanis raises money for needy children in Wake County and this event earned DOUBLE the goal they set!

 

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