We are a team of expert, fee-only fiduciary advisors offering high-quality, ongoing, personalized financial support and advice to people who have acquired $500,000 or more in investable assets, including retirement accounts. If this describes you, we’d love to help.
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At Kendall Capital, we believe hardworking, financially prudent professionals deserve the same highly personalized financial advice as ultra high net worth individuals. So we’ve built a fee-only firm of personal fiduciary advisors focused on delivering the kind of objective guidance, custom planning, and genuine support that enables our clients to enjoy what matters most to them and their families.
Your financial aspirations are uniquely shaped by your goals, values, and circumstances. Our experienced team of advisors take the time to truly understand your aspirations, providing planning that’s tailored exclusively to you.
As a fee-only firm, we offer advice untainted by commissions or hidden fees. We’re committed to providing objective guidance that’s solely in your best interest, ensuring that the options we provide you are aligned with your long-term 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.
We’re not just financial advisors; we’re partners in your journey. We offer genuine support, answering your questions, addressing your concerns, and guiding you through life’s financial complexities, so you can focus on living life to the fullest.
Our ultimate goal is to give you peace of mind so you can enjoy the benefits of financial freedom. Let us handle the planning and investment management so you can focus on living life to the fullest.
We provide expert advice to the Middle-Class Millionaire®
We deliver fiduciary financial services to the highest ethical standard
We broaden our knowledge in order to best serve our clients
We guide our clients on a path to realize their dreams of financial security
We understand that one size does not fit all, and that is why we provide tailored solutions to each Middle-Class Millionaire®
We incorporate strong leadership with scalable operations to maintain profitability so our clients can have faith in our longevity
We provide client service that is enjoyable, comforting, and empowering
We improve every day through continuing education and client feedback
We promise not to allow any one client to dictate or alter our values at the expense of other clients or our firm
Clark Kendall, CFA, AEP®, CFP®
President and CEO
Brian Mattox, CFA, CAIA
Chief Investment Officer, Vice President
Nina Smith
Vice President, Strategy and Business Development
Zemin Zhu, CFA, FRM
Assistant Vice President, Portfolio Manager
Justin Wunder
Investment Associate
Katie Taylor
Client Service Associate
Jason Tkach, CFA
Vice President, Portfolio Manager
James “Dave” Walker, CFP®, AIF®
Lead Relationship Manager
Carol Petrov, CFP®, CPWA®
Vice President & Senior Relationship Manager
The National Association of Personal Financial Advisors (NAPFA)
NAPFA is America's leading professional association of fee-only financial advisors.
The Estate Planning Council (EPC) of Montgomery County, Maryland, Inc.
EPC of Montgomery County, MD is an interdisciplinary organization of professionals involved in estate planning
The Financial Planning Association (FPA), National Capital Area
Through FPA National Capital Area, our financial planners are connected to likeminded professionals in Washington, DC, suburban Maryland, and Northern Virginia.
The Chartered Financial Analyst (CFA) Society, Washington, DC
CFAs at Kendall Capital are members alongside other portfolio managers, analysts, trust officers, and fund executives in the Washington, DC area.
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.
Like many of our clients, Kendall Capital believes in supporting and volunteering with those who are making a difference in the Washington, DC area and leaving a lasting legacy of generosity and service to others.
Discover insights, analysis and helpful videos on financial planning, wealth management, and changes in tax laws that may impact you.
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Clark explains who Kendall Capital serves and the idea of Middle-Class Millionaire.
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