Kendall Capital Management

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2000 Tower Oaks Blvd Ste 240
Rockville, MD 20852
+1 (301) 838-9110
http://kendallcapital.com

Kendall Capital Management, headquartered in the Metro Washington DC area and with offices in South Carolina, is a fee-only fiduciary advisory firm dedicated to delivering personalized financial advice primarily to middle-class millionaires. The firm emphasizes a collaborative approach to wealth management, focusing on the unique aspirations and needs of each client while ensuring their financial strategies adapt to life's various changes.

The experienced team at Kendall Capital employs a goals-based portfolio management process, crafting tailored investment strategies to support clients in achieving their financial objectives. They foster a comprehensive planning environment, collaborating with tax and estate advisors to provide peace of mind and guide clients through life's financial complexities.

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