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