Contact Us

Kendall Capital

20 Courthouse Square
Suite 216
Rockville, MD 20850

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Phone: 301.838.9110
Fax: 301.838.9113

Services

  • Retirement Planning

    Whether you're a recent or soon-to-be retiree in Montgomery County, Kendall Capital will help you preserve your wealth for future generations. We incorporate all of aspects of your financial situation, including your retirement goals to help you make informed decisions about your future.

  • Wealth Management

    Looking for wealth management services in Montgomery County, Maryland? You've come to the right place! At Kendall Capital, we’ll help you build a solid financial foundation by incorporating all aspects of your financial situation - income needs, life expectancy, debt management, principal preservation, wealth transfer, risk tolerance and more.

  • Financial Planning

    We look at your financial situation as a whole - your income needs, retirement goals, taxes and more - to develop a plan that meets your needs. We’re a fee-only financial planning firm, thus our relationship with clients is a fiduciary relationship that ensures your interest is always first. We help you maximize the assets you currently have and help you make investments decisions based on your best interests.

  • Asset Management

    Looking for the best investment strategies or advice on the best ways to grow and preserve your portfolio? Let the asset management experts at Kendall Capital help. We've helped clients throughout Montgomery County, Maryland (MD) develop and maintain a financial portfolio built for success.