A complete list of active advisors currently associated with Pendulum Wealth Partners

Warmer can help you find a great advisor at Pendulum Wealth Partners or one who fits your needs even better.

Pendulum Wealth Partners provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm delivers discretionary portfolio management, standalone financial planning, and a family office suite that includes tax projections, estate and charitable-giving strategies, retirement income design, Medicare planning, and Social Security optimization. The nine-advisor team manages roughly $283 million for about 267 clients and generally pursues a fundamental, long-term investment approach while using mutual funds, ETFs, individual securities, options, alternative investments, and unaffiliated independent managers as appropriate. Pendulum works with clients to establish strategic asset allocations and construct portfolios aligned to goals and risk tolerance, with the ability to rebalance or employ shorter-term trades for liquidity or tactical reasons. A distinctive aspect of the firm is its common ownership with an accounting practice (Fates, Bodily, and Parker PLLC d/b/a Pendulum CPA Partners), which provides tax and accounting services as a separate offering and may lead to referrals between the firms. The Advisor also notes that certain advisory personnel are registered representatives and licensed insurance professionals and that the firm maintains an institutional custody relationship with Schwab; these affiliations create separate implementation channels and potential conflicts of interest that clients should consider.

To learn more about the advisors currently working at Pendulum Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.