Pendleton Financial

Valentine’s Day marks a meaningful day in our family’s history, and this year it also marks a special milestone for our firm.

Fifty years ago on Valentine’s Day, my parents began their marriage, and later that same year, my father founded Pendleton Financial. Both were built on the same principles, commitment, trust, loyalty, and showing up day after day.

What makes this anniversary especially meaningful is that he remains actively involved in the business, still serving clients with the same care, consistency, and dedication that defined the firm from the beginning. Decades later, that commitment hasn’t changed.

His loyalty to clients, and the example he and my mother set through 50 years of marriage, are a big part of why this firm has endured, and why so many client relationships have lasted for generations.

As we look ahead, those same values will continue to guide Pendleton Financial as we serve clients for the next generation and beyond.

Congratulations to my parents on 50 years of marriage, and to our founder on 50 years of service, integrity, and trust. We’re proud to carry that legacy forward. 💗

Today we’re celebrating all the Veterans in our family of clients, team members, spouses and the community. We’re proud of you all!

Here’s a shot of our founder, Brigadier General Gary H Pendleton, with his grandson Gordon Pendleton who spoke during his 2nd grade Concert celebrating Veterans Day at Root Elementary. Also pictured is Gary with his other grandson Ellis 😊.

Thank you Veterans! 🫡🇺🇸❤️‍🩹

📣 Deaf Awareness Month & Aileen’s Story 💪

🍂 Today marks the first day of fall! A season of reflection, renewal, and deeper connection is upon us. This year, we’re honoring that spirit by spotlighting communities and causes that matter to us. We’re proud to start this new chapter with Deaf Awareness Month. 🤟🦻💙

We’d like to share the story of Aileen Santer, the daughter of one of our team members. Aileen was born with congenital CMV (Cytomegalovirus), a common yet often underrecognized cause of non-genetic hearing loss in children. Her journey is a powerful reminder that hearing differences can come from places we don’t expect, and that awareness can lead to earlier diagnosis, support, and advocacy.

In honor of Aileen, we’re proud to support the National CMV Foundation, an organization working to educate families and prevent congenital CMV through awareness and research. Learn more or donate at 👉 www.nationalcmv.org.

Let’s begin this new season with open minds and open hearts, and continue working toward a world where every voice is seen, supported, and heard.

We’re excited to welcome Grace Storey to the Pendleton Financial family! Grace is our summer intern supporting client service, financial planning, and more as she pursues a degree in Finance from NC State and works toward becoming a CFP®.

Originally from Jackson, NC, Grace brings warmth, insight, and dedication to our team. We're thrilled to have her with us!

Please join us in welcoming Grace! 💼🎓🌟

Pendleton Financial Financial Planners and Investment Advisors serving retirees, pre-retirees and business leaders.