Newton G. Pendleton III, CFP®, AIF®

Newton G. Pendleton III


Newton G. Pendleton III, CFP®, AIF®, received a Bachelor of Arts degree in Economics from St. Lawrence University in 1986. Mr. Pendleton received his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning in 1991.  In 2005, he earned the Accredited Investment Fiduciary® (AIF®) professional designation from the Center for Fiduciary Studies.

Mr. Pendleton joined the firm in 1990 and became a principal of the firm in 1996. He serves as a Director and the Treasurer of the firm.

He specializes in global investment asset allocation and selection of assets for individuals, families, and retirement plans. Other areas of experience include retirement and estate planning, insurance needs analysis, cash management and education funding projections.

Mr. Pendleton was recognized as one of "America's Best 250 Financial Advisors" by Worth magazine from 1997 until 2002.  He has also served as an Adjunct Professor of Financial Planning at the Florida Institute of Technology campus in Alexandria, Virginia.

Prior to joining the Firm, Mr. Pendleton was a senior account executive with Congressional Quarterly, Inc. in Washington, DC, where he specialized in legislative analysis and account development. Prior to Congressional Quarterly, he was a marketing manager with MBI Business Centers in Washington, DC.

Newt lives in Warrenton, Virginia with his wife Katrine, son, Henry, and daughter, Anne.

Website Design For Financial Services Professionals | Copyright 2018 All rights reserved