At Pendleton Financial, we lead with empathy and authenticity, offering financial guidance rooted in care and respect for every client’s unique journey. We’re dedicated to creating an environment where clients and team members feel valued, supported, and empowered to reach their goals. Our work is grounded in professionalism, integrity, and ongoing growth, guided by wisdom and a commitment to purposeful service.

Stewardship Rooted in Love and Service

We honor each client’s journey and manage their wealth responsibly, guided by love, compassion, integrity, and a commitment to serving others.

Fiduciary Commitment to Client Success

We act with unwavering dedication to our clients’ best interests, ensuring their financial well-being guides every decision.

Trust Built on Honesty, Integrity, and Confidentiality

We uphold the highest standards of integrity, transparency and discretion, building lasting trust in every relationship.

Listening with Heart, Leading with Wisdom

We approach every relationship with empathy, offering thoughtful guidance rooted in experience, values, and a deep understanding of our clients' financial lives.

Proactive Advice with Purpose and Follow-Through

We deliver timely, relevant insights and maintain consistent communication to keep clients on track toward their goals.

A Culture of Growth and Excellence

We create an environment where clients and team members feel valued, encouraged to grow, and supported in both their financial journey and personal development.

These values shape how we care for our clients, work together as a team, and serve our community. They 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 and respect people of all faiths and those with no religious affiliation.

Our Purpose

To empower retirees and business leaders with personalized financial strategies that provide clarity, confidence, and long-term security.

Our Niche

High-net-worth retirees and business leaders seeking integrated strategies for tax, investment, retirement, estate, and risk planning with ongoing management and advice.

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.