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Estate Planning to Enjoy Wealth or Give With Purpose

Understand how your wealth is invested to realize your most important dreams today and for years to come.

Through your own hard work, diligent saving, and financial planning, you’ve acquired enough assets to feel confident you can retire comfortably. But can you afford potential long term care expenses? Would you like to give more to charities while you can enjoy the feeling of doing so? Can you afford to gift to your children today when they could really use the help? How best to help grandchildren afford college?

Kendall Capital’s team works with you to help you feel confident about achieving your immediate and long-term goals while navigating through difficult markets.

We are here for you at every step of the way, and includes credentials such as:

  • Accredited Estate Planner® (AEP)

    A professional credential for individuals who specialize in estate planning services.

  • Accredited Investment Fiduciary® (AIF)

    Designees have demonstrated a high fiduciary standard of care and the ability to serve the best interests of their clients.

  • Certified Alternative Investment Analyst® (CAIA)

    Have relevant work experience and passed a rigorous three-part exam on investment tools, valuing assets, portfolio management, and wealth planning.

  • CERTIFIED FINANCIAL PLANNER™ (CFP)

    Meet rigorous training, ethical and education standards and are committed to serving their clients’ best interests.

  • Certified Private Wealth Advisor® (CPWA)

    Focus on wealth accumulation, preservation, and distribution. Understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

  • Financial Risk Manager® (FRM)

    Designees are trained to assess, measure, and monitor financial risks in real-world situations.

  • Registered Investment Advisor (RIA)

    Registered either with the Securities Exchange Commission (SEC) or state securities regulators and have a fiduciary duty to their clients to act in their clients’ best interest.

    Registration as an investment adviser does not imply a certain level of skill or training.

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 Fee-Only, Fiduciary Financial Advice?

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. This team coordinates 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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This is the A team in investment strategies, in my opinion. I had a guardian angel on my shoulder when I first reached out to Kendall Capital and I have never been happier.

– Paula M.

Retired Physician

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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