Kendall Capital | Investment Management Montgomery County MD

EXPERT

KNOWLEDGE & PEOPLE WHO CARE

FEE-ONLY FIDUCIARY ADVISOR FIRM

PERSONAL SERVICE TAILORED TO YOUR NEEDS

1 WE LISTEN

Our goal is to make sure we understand your present financial situation and discuss your future goals.

2 WE REVIEW

Recent statements from your investment vehicles, such as savings and retirement accounts, held in the strictest of confidence.

3 WE EXPLORE

Future objectives, such as desired retirement age, college savings needs, your assets, and any other unique future needs.

4 WE PLAN

Using targeted, proven approaches, we provide you with a plan that feels right for you while helping you reach the goals of your dreams.

Learn More

GAIN FROM OUR
UNIQUE APPROACH

OUR FIRM IS UNIQUE

We only recommend products and investments that are in the best interest of our clients, without the influence of commissions. We work with people who have managed to accrue over $500,000 or more in assets, including investment and retirement accounts. That’s probably YOU.

FEE-ONLY ADVANTAGE

By working with a fee-only firm like Kendall Capital, you can be confident that our advice and investment recommendations are given solely in your best interest. We don’t get a commission from anyone for recommending a certain stock or mutual fund.

FIDUCIARY FOCUS

In the financial services industry there are people who sell products and people who sell knowledge. There are people who look out for their commissions and people who look out for you. Legally, fiduciaries are held to a higher standard by regulators.

Learn More

How We Work With You

ARE YOU A MIDDLE-CLASS MILLIONAIRE?