Why We Built Pendulum

Born From Experience.
Built for Real Life.

Pendulum wasn’t imagined in a boardroom; it was shaped by experience. We watched too many successful people wrestle with disjointed advice, hidden blind spots, and too many voices in moments that mattered. We built Pendulum to provide the kind of relationship-driven support we knew people actually needed – thoughtful, connected, and deeply in tune with their lives.

Our Mission

Where Balance Meets Forward Motion.

Our name reflects both who we are and how we serve. Pendulum speaks to the harmony we create across complex lives – family, business, legacy, and everything in between. A Pendulum suggests both momentum and control. For us, it’s more than a symbol or a name – it’s the foundation for how we serve: balanced, intentional, and designed to move with you.

Meet Our Team

One Team. No Gaps. No Silos.

We built Pendulum to eliminate the friction clients feel when advice is delivered piecemeal. Here, there are no handoffs, no competing agendas, just one integrated team moving in step. Every decision, every strategy, every recommendation is shaped by shared insight and constant communication. The result? Fewer blind spots, faster answers, and a client experience that’s actually coordinated.