Wealth Management Integrating Financial Planning & Investment Management 
Investment Management to Keep You Focused On Long-Term Goals 
Ongoing Financial Planning to Set Goals & Measure Results Who We Serve
Our clients represent all different life paths and experiences, but all have an average of $1 to $3 Million in assets, inherited or saved. Learn more about the types of clients we serve and how we support them.
Middle-Class Millionaires®
$1.3M
Average net worth of a “Greatest Generation” household
(born before 1946)
-USA Facts
We’ve Built Our Firm to Serve You
Perhaps you have acquired assets, including investments and retirement accounts, to the tune of $500K to $10 or $20 million. We call you Middle-Class Millionaires. We’ve built our firm to provide you with the same personalized fee-only fiduciary advice enjoyed by ultra-high-net-worth individuals.
Start Working with a Trusted, Personal Fee-Only Fiduciary Advisor
Your financial aspirations are uniquely shaped by your goals, values and circumstances. Our experienced team takes the time to truly understand your aspirations, offering you financial advice that’s tailored to you.
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Perhaps you are in middle of your career and wondering how to balance several goals like retirement savings, college planning and a home renovation. You’re looking for an experienced financial planner who considers your needs and your family’s goals to show you options for how to achieve them.
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You want to enjoy the freedom of retirement as soon as is realistically possible, but how much do you need? What are the considerations when one partner has a pension and one doesn’t? How much of a difference would it make to work two more years versus five? Kendall Capital can help, even if your investments are mainly in an employer’s retirement savings plan.
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You are retired, and now your goal is to enjoy your lifestyle while growing your wealth and managing income taxes. You’ve heard terms like wealth management, Roth conversion and tax planning, but aren’t sure if it’s what you need.
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Perhaps you’ve entered a new phase of life, accumulated wealth, and now what? You want to leave a legacy for future generations, but you’re also interested in knowing how to use your wealth to achieve meaningful goals, such as charitable giving, a vacation home, or your grandchild’s 529 college savings plan. Kendall Capital will educate you on your options and make it easy for you to take action. We help coordinate with tax and estate planning advisors, so you can relax and have peace of mind you have a team watching out for you.
Books
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, page-turning books blend general financial and investment education with real-life examples. Due to confidentiality, no actual client names or otherwise are used.
Middle-Class Millionaire: Surprisingly Simple Strategies to Grow and Enjoy Your Wealth
Clark Kendall delivers thorough, yet accessible advice for those who aspire to be, or already are, middle-class millionaires.
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Middle-Class Millionaire Women: Essential Strategies to Ensure Financial Longevity
Written by Clark Kendall, CEO, and Carol Petrov, this book shares practical examples and suggestions for women from all walks of life.
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Middle-Class Millionaire Government Employees: Key Strategies to Make the Most of Your Benefits
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.
Learn MoreCoordinating Services to Achieve Your Personal 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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