Wells Fargo Advisors Financial Network · Pendleton, Indiana

Build a financial future you can count on

Personalized guidance for the decisions that matter most — from retirement planning and wealth management to tax-aware investment strategies tailored to your life.

Call (765) 298-8996 Explore Services

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Professional financial advisor meeting with a client in a Pendleton office

About Our Practice

A trusted partner for your financial journey

At Wells Fargo Advisors Financial Network, we work with individuals, families, and business owners throughout the Pendleton community to navigate the complexities of personal finance with clarity and confidence.

Our approach is rooted in listening first. We take the time to understand your goals, your concerns, and the unique circumstances that shape your financial life. From there, we develop strategies that are as individual as you are — grounded in sound principles and designed to evolve as your life does.

Whether you are planning for retirement, managing an investment portfolio, or thinking through a significant financial decision, we are here to help you move forward with purpose.

100+

Years Combined Experience

100%

Client-Focused Approach

Local

Pendleton-Based Practice

What We Offer

Comprehensive financial services

Practical solutions designed to address the full spectrum of your financial needs.

Retirement Planning

A clear roadmap for the retirement you envision — from estimating your needs and selecting the right accounts to developing a withdrawal strategy that supports your lifestyle.

Investment Management

Thoughtfully constructed portfolios aligned with your objectives and risk tolerance, managed with discipline and monitored continuously to keep you on track.

Wealth Management

Holistic guidance that brings together your investments, savings, and financial goals into a coordinated plan designed to grow and protect what you have built.

Tax Planning Strategies

Practical tax-aware approaches woven into your financial plan — helping you make decisions that consider the tax implications at every stage.

Education Funding

Strategies to help prepare for the cost of education, including savings plans and investment approaches tailored to your family's timeline and priorities.

Risk Management

Identifying and addressing the risks that could impact your financial security, with recommendations to help you feel more protected and at ease.

Our Process

A clear path from conversation to confidence

Every engagement begins with understanding. Here is how we work together.

Listen

We start with a conversation — no pressure, no assumptions. You share your goals, your timeline, and what matters most to you.

Analyze

We review your current financial picture in context, identifying strengths, gaps, and opportunities that a fresh perspective can reveal.

Plan

Together we build a tailored strategy — specific, practical, and grounded in your priorities, not generic templates.

Guide

We implement the plan and stay with you through every phase, adjusting as life changes and keeping you informed along the way.

Why Choose Us

Built on trust, driven by results

What sets our practice apart is not just what we do — it is how we do it.

fiduciary Standard

We are held to a fiduciary standard, meaning your interests come first in every recommendation we make. There is no conflict of interest — only your best outcome.

Transparent Communication

No jargon, no surprises. We explain things clearly and keep you informed at every step, so you always know where you stand and why.

Personal Relationship

You are not a number here. We build lasting relationships with our clients, getting to know you as a person so your plan truly reflects your life.

Get in Touch

Let's start a conversation

Wells Fargo Advisors Financial Network

Phone (765) 298-8996

Address

1 Plaza Dr Ste 12
Pendleton, IN 46064

Office Hours

Monday – Friday
9:00 AM – 5:00 PM