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Asset Management and Tax Planning for Peace of Mind

Trust that your investments are working for you and you know what to expect when it comes to paying income taxes

You’ve worked hard to build the life you want. Perhaps you’ve saved enough but are now worried about how best to start spending. At Kendall Capital, our fee-only firm is built to listen to your needs and create a custom plan with the right asset mix to accomplish your goals. Whether you’re interested in charitable giving or splurging on world travel; helping your children or grandchildren go to college, or all of the above, having assets managed to achieve both short and long term goals is how we help you feel confident you can achieve them.

We take the time to educate you about income, capital gains and estate taxes and how to take advantage of strategies like managing annual capital gains, tax-loss harvesting, when to make Roth IRA contributions vs. Roth IRA conversions to help increase your ultimate after-tax net worth.

Kendall Capital can help you manage investments in 401(k), 403(b) and other workplace plans. We incorporate your retirement plan investments into a larger strategy with your other assets. As an independent fee-only firm, Kendall Capital has capabilities to look at the full picture from an investment perspective as part of our financial planning service. Many investment management firms are not allowed or are not equipped to provide specific advice and ongoing supervision when it comes to employer plans. However, we recognized that’s where clients often need help the most and decided to offer this service as part of our commitment to working in your best interest.

Why Choose Kendall Capital for Asset Management & Tax Planning?

Kendall Capital can help you manage investments in 401(k), 403(b) and other workplace plans. We incorporate your retirement plan investments into a larger strategy with your other assets. As an independent fee-only firm, Kendall Capital has capabilities to look at the full picture from an investment perspective as part of our financial planning service. Most investment management firms are not allowed or are not equipped to provide specific advice and ongoing supervision when it comes to employer plans. However, we recognized that’s where clients often need help the most and decided to offer this service as part of our commitment to working in your best interest.

Our Approach

Kendall Capital decided to build a firm with more credentialed and experienced staff than most firms. Our goal is to offer every client a relationship with a CERTIFIED FINANCIAL PLANNER™ professional as well as a Chartered Financial Analyst so they know exactly who their team is from the start. We coordinate the financial planning process with a personalized Investment Policy Statement so clients understand their goals and which types of investments are being used to meet them. Most importantly, clients know who to call when they have questions and will have periodic reviews of their financial picture.

Our Team

Fee-only means our fees are based on the assets we manage and we are only paid by our clients. We do not charge a flat fee for a financial plan or consultative fees by the hour. We feel it’s important to help implement your plan and investment strategies and we’re here for ongoing guidance and support when life throws you curve balls. Fiduciary means we work in your best interest, without conflicts of interest, and with a commitment to being straightforward.

Why Fiduciary

Our team is based in Metro Washington, DC and available to meet in person here, or online wherever you move or live in the U.S.

About Us

Your Complete Financial Planning Team

"You got there through hard work and disciplined savings; you don’t think of yourself as rich. You’re often surprised to find you have a million dollars. We call you middle-class millionaires. That's who we serve."

Clark Kendall, CFA, AEP®, CFP®

President & CEO

Meet The Team

Coordinating Services to Achieve Your Personal Financial Goals

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.

Wealth Management Integrating Financial Planning & Investment Management

We provide ongoing financial planning and active investment management to determine how to manage your assets help you feel confident in your decisions.

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Investment Management to Keep You Focused On Long-Term Goals

Our investment management services can give you peace of mind by managing your assets, especially through market volatility.

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Ongoing Financial Planning to Set Goals & Measure Results

High-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.

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I don’t particularly like picking stocks. I prefer to let someone who is good at that perform that task. I have also benefited from tax planning and tax savings. The Schwab Charitable Fund has been particularly helpful.

– Rick A.

Retired Federal Scientist

Get Started

Reach out to us and someone will follow up with you as soon as possible.

info@kendallcapital.com

301.838.9110

2000 Tower Oaks Boulevard, Suite 240
Rockville, MD 20852

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