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Financial considerations are complex and can often leave you with more questions than answers. Whether you are approaching retirement, seeking assistance with your organization’s investment matters, or at the height of your career working towards individual objectives, we want to help you feel more confident about your short- and long-term financial decisions.

Kendall Capital Management is an independent, fee-only advisory firm offering planning and investment services to the middle-class millionaire throughout Montgomery County, Maryland. Our knowledgeable, experienced professionals work with you to deliver customized solutions to your financial challenges by getting to know you first then researching best products and services available that makes sense for your unique situation.

As a fee-only firm, we do not charge commissions on any products so you can be assured that you are receiving objective recommendations based solely on your best interests. Focused on your success, we are committed to helping you preserve, strengthen and grow your wealth.

When you choose Kendall Capital, you get an unbiased, fee only financial planner (NAPFA) who is focused on putting the client’s interest first.
With over 30 years of experience, we integrate wealth management strategies for everyone from the very wealthy to middle-class millionaires.
Kendall Capital is the only CFA, AEP and CFP in the world! Our experience and education help us invest with higher returns and lower risk.

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