Kendall Capital Management

About

Kendall Capital Management, located in Rockville, MD, is a fee-only fiduciary advisory firm specializing in personalized financial planning and investment management tailored for middle-class millionaires. Their services include retirement planning, asset allocation, and tax planning, ensuring clients receive guidance that aligns with their unique financial goals. The firm employs a goal-based portfolio management strategy, offering six professionally managed investment strategies to create customized portfolios. Kendall Capital aims to provide high-quality advice without the influence of commissions, facilitating a client-focused approach to wealth management.

Service area

Serves the business city