Pendleton Financial
Run a free full auditContact Information
-
Address
Financial planner · · 2607 Oberlin Rd
Raleigh, NC 27608 -
Phone
(919) 781-4167 -
Website
pendletonfinancial.com -
Facebook page
facebook.com/pendletonfinancial
Location
About Pendleton Financial
Pendleton Financial is a financial planner in Raleigh, North Carolina. The firm provides fee-only financial planning, fee-based investment management, retirement plan consulting, estate planning, and life and disability services. They serve retirees, pre-retirees, business owners, and families throughout the state and across the country. The firm maintains a 5.00 rating.
The firm operates as a fiduciary, prioritizing the interests of clients through a duty of care and duty of loyalty. Their approach involves designing diversified investment strategies and comprehensive financial plans tailored to individual goals and risk tolerance. The team, led by Chief Executive and Investment Officer Gray Pendleton, CFP®, PPC®, AIFA®, includes specialists in planning, operations, and insurance. Originally founded in 1976 by Gary Pendleton, the firm transitioned to an independent Registered Investment Advisory firm in 2023.
Located on Oberlin Road, the office is situated near Raleigh Fire Station Number 6 and is a short drive from Oberlin Magnet Middle School.
The business maintains thorough, well-documented information online, and their website is well-optimized for search engines.
Pendleton Financial provides dedicated wealth management and fiduciary expertise to the Raleigh community.
Services:
- Asset Protection Strategies
- Business Owner Financial Solutions
- Comprehensive Financial Planning
- Fiduciary Investment Management
- Retirement Planning Services
Score Summary
BizScoreAI scanned the website pendletonfinancial.com on June 4, 2026. Pendleton Financial has a BizScore of 58 out of 100.
- AI Visibility37 out of 100
- SEO75 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 3 of 25 points, Content Readiness 12 of 30 points, AI Trust Signals 12 of 20 points.
Website audit sub-scores (out of 100): On-Page 74, Technical 75, Performance 81, Content 68.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, Rich Schema Types, About/Team Page, XML Sitemap.
Areas to improve: 8 checks. llms.txt (failed), FAQPage Schema (failed), Q&A Content (failed), Organization Schema (warning), Speakable Schema (warning), AI-Parseable Headings (warning), Meta Description (warning), Author Signals (warning).
More Financial Planner in Raleigh, North Carolina
- Captrust of RaleighBizScore 75
- Financial SymmetryBizScore 68
- Capitol Financial SolutionsBizScore 68
- Olde Raleigh Financial GroupBizScore 67
- Steward Wealth Strategies - Raleigh OfficeBizScore 65
- Inspired Capital - Ameriprise Financial Services, LLCBizScore 65
- City of Oaks Wealth ManagementBizScore 64
- Cerity Partners of RaleighBizScore 63
- Thorough Financial GroupBizScore 63
- Ark Royal Wealth Management of RaleighBizScore 62
Browse: Businesses in Raleigh, NC · Financial Planner in North Carolina · Businesses in North Carolina
AI engine reads
Read by AI engines 3 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this businessContact Pendleton Financial
Ways to improve this score
Run a free full auditWe improve your AI Visibility, SEO, and Local SEO scores as far as your current website allows.
Boost This Listing
Get a gold badge, photo gallery, and more.