Pendleton Financial

At Pendleton Financial, your goals and objectives come first. We work alongside you to help you realize your goals and objectives by identifying what is most important to you. We then design smart, long-term and diversified investment strategies built within a comprehensive financial planning process. 

We are fiduciaries, meaning we put the interests of our clients above our own interests. It is deeply a part of who we are. We are here to help others by serving them with their financial needs. We do this by earning our income through our straightforward cost structure of fee-based asset management. It is the best way to align our interest with our clients. 

Our business focus is on working with people and companies who have $500,000 or more to invest. We wanted to establish this channel to broaden our reach and advice and to help everyone learn, regardless of asset level. 

Advisory Services offered through Pendleton Financial, LLC, an SEC Registered Investment Advisory Firm.