The Middle-Class Millionaires series dives into real-life case studies from Clark Kendall’s 30 years of experience as a financial advisor and investment manager in Washington, DC area. These useful, engaging books blend general financial and investment education with real-life examples. Due to confidentiality, no actual client names or other identifying information are used.
Clark Kendall delivers thorough, yet accessible advice for those who aspire to be, or already are, middle-class millionaires.
Written by Clark Kendall, CEO, and Carol Petrov, this book provides financial planning insights to grow and manage wealth for people who serve our communities as federal, state, and local government employees.
Written by Clark Kendall, CEO, and Carol Petrov, this book shares practical examples and suggestions for women from all walks of life.
Clark Kendall, CFA, AEP®, CFP®
President & CEO
Clark A. Kendall, founder of Kendall Capital in 2005, passionately serves the middle-class millionaires of Washington, D.C., as a devoted fiduciary advisor. A former equity seat holder on the New York Stock Exchange (NYSE), Clark has over 30 years of experience and credentials including CFA, AEP®, and CFP®. A father of four, he is actively engaged in community and mentorship programs and lives with his wife in Sandy Spring, Maryland.
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Carol Petrov, CFP®, CPWA®
Vice President & Senior Relationship Manager
Bringing nearly 25 years of experience as a financial planner, Carol serves as the Vice President & Senior Relationship Manager at Kendall Capital. She is passionate about educating and empowering clients as much as helping them with their financial goals. She joined Kendall Capital in 2014 after working for a couple of large brokerage firms in order to serve clients in a more holistic way. Carol is a proud native of Montgomery County and enjoys building relationships with local professionals in order to help clients with needs outside of financial planning.
Learn More“As the CEO and founder of a successful investment management firm, Kendall Capital, I’ve had 30 years of experience working with Middle-Class Millionaires. These three books are my vehicles to share that information with the public.”
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.
To celebrate decades of helping individuals thrive through fee-only fiduciary advising, Kendal Capital invites you to request or gift a free book from the acclaimed Middle-Class Millionaire series. Drawing from their extensive experience, Clark Kendall and Carol Petrov provide readers with a treasure trove of knowledge, blending financial and investment education with compelling real-life case studies. Choose from Middle-Class Millionaire, Middle-Class Millionaire Women, and Middle-Class Millionaire Government Employees. To enjoy this offer, simply fill out the form with your details or those of your loved one and start discovering the insights and strategies that have empowered Kendall Capital clients to grow and enjoy their wealth.