Kendall Capital

With over 30 years of experience, Kendall Capital Management (KCM) is an independently registered investment services firm located in Rockville, Maryland. As a certified CFA, AEP and CFP firm, Kendall Capital offers unbiased, fee-only wealth management planning to a clientele from a variety of sectors, including non-profit organizations, corporate pension funds and high net worth families and individuals in Montgomery County, Maryland. Our financial planning team serves a variety of sectors in Montgomery County, Maryland with a focus on: non-profit organizations, corporate pension funds, and high net worth families and individuals. Kendall Capital is committed to understanding the financial goals and needs of our clients, and helping them attain these goals.

Our 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.

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