Kendall Capital

Whatever your financial goals might be, our certified financial planners and investment advisors will help you develop strategies for financial success that integrate both investment and wealth management. We specialize in helping affluent and wealthy individuals and families throughout Montgomery County and the surrounding Maryland areas achieve financial independence, setup college savings funds, plan for retirement, prepare their estate plans and more.

Comprehensive Financial Planning

At Kendall Capital, we take a comprehensive approach to financial planning. Not only do we help you build a solid financial foundation based on your goals and objectives, but we incorporate all aspects of your financial situation - including your income needs, liquidity, taxes, life expectancy, debt, retirement goals, risk tolerance and so on - into a customized financial plan to establish an appropriate asset allocation. 

Fee-Only Financial Planning

The advantage of partnering with Kendall Capital for financial success is that we’re an independent registered investment services firm. What does that mean to you? It means we are an unbiased, fee-only financial planner (NAPFA) focused on putting your interests first.

We receive compensation from you and only you. We are not compensated from commission from a brokerage firm, a mutual fund company, an insurance company or any outside party other than you, which means we represent you and your interests when giving you financial advice.

So whether you want to sit down with an advisor to identify your financial goals and objectives or you want to learn more about how comprehensive financial planning can help you maximize the assets you have, Kendall Capital can help. Contact our certified financial planners today.