Skip to content
Pendill Wealth Management LogoPendill Wealth Management Logo
Make an appointment
  • Home
  • About Us
    • About Us
    • Nate Pendill
    • BJ Pendill
    • Karen Brooks
    • Denise Aspin
    • Leigh Ann Perdue
    • Rebekah Pendill
    • In The Community
    • What Makes Us Different
    • Why Work With a CFP®
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Families and Individuals
    • Pre-Retirees
    • Retirees
    • Sudden Wealth
  • Our Difference
    • Our Difference
    • Our Process
    • Education Planning
    • Financial Planning
    • Fixed Income Services
    • Investment Management
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Client Access Videos
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Pendill Wealth Management - Mooresville Location
    12 W. Main Street Mooresville, IN 46158 T: 317.483.3109
    Map and Directions Map and Directions
  • Pendill Wealth Management - Bloomington Location
    3925 E Hagan St Ste 204 Bloomington, IN 47401-8649 T: 812.369.4220
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Family & Lifestyle
    • Retirement & Longevity
    • Technology & Innovation
  • Topic
    • Women
  • Media
    • Article
    • Newsletter
How to project confidence at your next public speaking gig
With these seven moves and a little practice, you’ll come across as cool, calm and collected.
Technology & Innovation
Recruit and retain your staff with equity compensation
Equity compensation has proven to be an important consideration for employees—which makes it important to employers as well.
Business Ownership
Read
Read
To mitigate risk, separate your personal and business assets
Approach your insurance coverage and your company’s legal structure thoughtfully to help distance your personal assets from your business’s.
Business Ownership
Review key takeaways of the SECURE Act 2.0
Changes for investors include RMD age increases, higher catch-up contribution limits and a new 529 transferal option.
Economy & Policy

what can we do for you?

Say hello
Pendill Wealth Management LogoPendill Wealth Management Logo
  • Pendill Wealth Management - Mooresville Location: 12 W. Main Street Mooresville, IN 46158
  • T: 317.483.3109
  • Map & Directions
  • Map & Directions
  • Pendill Wealth Management - Bloomington Location: 3925 E Hagan St Ste 204 Bloomington, IN 47401-8649
  • T: 812.369.4220
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

 

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Pendill Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

 

©2023 Raymond James Financial Services, Inc., member FINRA/SIPC   |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use