Your Path to Financial Freedom Starts Here

Experienced Financial Planning and Wealth Management for Your Peace of Mind.

Are you ready to take control of your financial future? At Kendall Capital, we specialize in helping individuals and families like yours achieve financial stability, grow wealth, and plan for a prosperous tomorrow. Whether you’re planning for retirement, managing investments, or building a legacy, we are here to guide you every step of the way.

What We Offer:

Comprehensive Financial Planning: Tailored strategies designed to meet your unique needs and goals.
Wealth Management: Proactive portfolio management to grow and preserve your wealth.
Retirement Planning: Work towards the retirement lifestyle you envision.
Estate & Legacy Planning: Help transfer your wealth efficiently to the next generation.
Risk Management: Protect your financial future with reliable insurance and contingency planning.

Why Choose Us?

Personalized Service: No cookie-cutter solutions here. We create strategies tailored specifically to your needs.
Experience You Can Trust: With years of industry experience, our team is committed to your success.
Trusted Results: Our clients rely on us to deliver measurable outcomes and peace of mind.
Fiduciary Commitment: Your best interests always come first.

Take the first step towards your financial freedom today. Schedule a complimentary consultation with one of our experienced advisors. Let’s discuss how we can help you achieve your goals and secure your financial future.

DC Metro Headquarters

info@kendallcapital.com

301.838.9110

2000 Tower Oaks Boulevard, Suite 240 
Rockville, MD 20852

Greenville, SC office

info@kendallcapital.com

864.867.0868

220 North Main Street, Suite 500, PMB 300
Greenville, SC 29601

What Clients and Partners Are Saying:

Let’s be frank: When you put your life savings in the hands of a third party, you want to be comfortable with their integrity and their choices. Trust is paramount. I have never had any reason to doubt that the Kendall Capital staff are handling my assets any differently than they would handle their own. I don’t particularly like picking stocks. I prefer to let someone who is good at that perform that task, and then I can complain about their decisions instead of my own. I have also benefited from tax planning and tax savings. The staff are well qualified, a pleasure to work with, and of high integrity. You can trust the people at Kendall Capital to manage your assets without drama or concern. They will craft a program to meet your specific needs.

Rick A., Retired Federal Scientist

I have been quite pleased with my partnership with Kendall Capital. I worked with a financial planner for over 20 years and had gotten to a place of being on auto-pilot in terms of my own financial stewardship. I decided to move over to Kendall Capital, after spending time with Carol and Brian and digging into the details of my portfolio and reviewing different financial models in context of my retirement planning. I was thrilled at the amount of knowledge they had not only about the markets, but about my personal finances along with my spending habits. They provided me with strong recommendations that allow me to save more aggressively than I had been, along with supporting my spending freedom that creates an important balance for me!"

Melanie B., Chief Human Resources Officer, SVP, Administration

Now, as a couple, we have the knowledge that our financial future is in capable hands. Gone are the days of one managing the money while the other remains in the dark. Thanks to Kendall Capital, we both feel secure, knowing our wealth is being managed with the same principles that guide our own approach to money.

Claudia & Robert T., Kharis Lavender Fields

The minute you step into the world of Kendall Capital, you feel a warm embrace of professionals who not only know what they are doing, but are eager to help guide you.

Sarah B., Estate Planning Attorney

DISCLAIMER: Sarah is not a client of Kendall Capital, and no cash or non-cash compensation was provided for this unsolicited feedback.

DISCLAIMER: Unless otherwise noted, these testimonials are based on a unique experience from current clients and is not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. Additional information about Kendall Capital Management available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at IAPD - Investment Adviser Public Disclosure - Homepage , using SEC # 801-78634.