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Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management services to Middle-class Millionaires® with assets of more than $500,000 in the Washington, D.C. Metropolitan area. Middle-class millionaires are more common than you may realize. While you may not consider yourself a millionaire, you may have accumulated over $500,000 or more in investable assets through disciplined saving and investing, a timely inheritance or a combination of all three. When you are a client with Kendall Capital, you have access to our entire team of experienced professionals. We are different in that we are a fee-only, fiduciary financial adviser firm. We do not receive commissions from anyone for recommending specific investments. We sit on the same side of the table with you in order to serve your best interests. Our clients’ success is not a destination. Success is a journey―and we are here to help our clients reach their goals.
When you meet with us, we’ll help answer your questions and figure out what steps are in your best interest from this point on to ensure you have a strong retirement fund and your personal interests are met. We take the time to learn about you and your family, your objectives and your plans. We’ve worked with hundreds of families, gaining their trust and as we provide personalized service, but each client’s situation is unique. Let us work with you and help guide your exciting future.
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