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Financial Planning Tailored for Your Priorities

Personalized Fiduciary Advice to Accomplish Your Goals

Perhaps you’ve never had the experience of working with a financial advisor, or you’ve been doing the planning yourself. Now, you’ve acquired more than $500,000 in investable assets, and realize you have several goals that need financial expertise at the same time.

Kendall Capital’s team looks at the whole picture and empowers you with insights, simplifying the complexities of financial planning and instilling you with a sense of security about the decisions you make.

We provide ongoing, personalized support to:

  • Evaluate and help develop a strategy of paying for children’s college expenses
  • Determine how best to help a “launched” child purchase a home
  • Plan ahead and stay on track to meet specific milestones, like retiring at a certain age
  • Advise on financial questions that come with major life events, such as marriage, divorce, settling an estate, or receiving an inheritance

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™ professionals as well as a Chartered Financial Analyst so they know exactly who their team is from the start. We coordinate 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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Clients Will Receive A+ Treatment

When I send a client to Kendall Capital, I know that they will receive timely communication and A+ treatment, no matter how much their account balances are.

- Sarah B.

Get Started

Reach out to us and someone will follow up with you as soon as possible.

DC Metro Headquarters

info@kendallcapital.com

301.838.9110

2000 Tower Oaks Boulevard, Suite 240
Rockville, MD 20852

Greenville, SC office

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