At Kendall Capital, we’ve built a fee-only fiduciary firm of experienced professionals working only for you. We offer objective guidance, customized planning, and genuine support, in-person near Washington, DC, Maryland, Northern Virginia or wherever you are in the United States.
We believe financial planning works best when paired with ongoing investment management and done in collaboration with other parties, such as tax advisors and estate attorneys. We don’t just give you a plan and let you walk away. We are there for you every step of the way.
We provide ongoing financial planning and active investment management to determine how to manage your assets help you feel confident in your decisions. We have high ethical standards and offer excellent, ongoing client service to enjoy your journey.
Learn MoreHigh-quality, personalized financial planning lays the foundation for everything we do. We work with you to define goals and educate you on strategies. Then we make decisions together to put the plan into action, periodically reviewing our progress as your needs change, or if life throws you a curve ball.
Learn MoreOur investment management services can give you peace of mind by managing your assets, especially through market volatility. Our portfolio managers bring an unbiased approach to researching investments and designing portfolios without commissions, and without restricting access to your money.
Learn MoreAs a Kendall Capital client, you’ll enjoy high-quality, personalized service, from our first meeting to ongoing investment management. We’ll start with an initial meeting, in person or virtually, to understand your needs and goals. Learn more about how to prepare, and about our ongoing support throughout your financial journey.
Fiduciary Advisors are held to a high regulatory standard which requires our recommendations to be in your best interest. Fee-only means the fees we charge you for financial planning and investment management are our only compensation. We receive no commissions nor kick-backs from other parties. Our recommendations are independent and without conflict of interest.
You’ve amassed wealth – such as retirement accounts or inheritance – but you don’t have the support you need, nor do you feel like you’re getting the personalized attention you deserve from your current advisor. At Kendall Capital, we are committed to providing you with the same personalized, fee-only fiduciary advice enjoyed by ultra-high-net-worth individuals.
