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
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! 