Kendall Capital

Kendall Capital is a Financial Planner in Aspen Hill, MD, located at 2000 Tower Oaks Blvd Suite 240. The firm provides fiduciary financial planning and wealth management to individuals with more than investable assets, including retirement accounts. It serves clients in Maryland, Washington, DC, and Virginia, as well as clients nationwide through in-person or virtual meetings. The business holds a 5.00 rating based on customer reviews.

Kendall Capital operates as a fee-only advisory firm, receiving no commissions and not selling products, with advisors solely compensated by client fees. The firm targets middle-class millionaires, defined as hardworking professionals who have accumulated wealth through disciplined saving. The advisory team includes Clark Kendall, President and CEO; Carol Petrov, Vice President and Senior Relationship Manager; and Brian G. Mattox, Vice President and Chief Investment Officer. The firm employs a goals-based portfolio management process that combines six investment strategies to create catered portfolios. The team emphasizes ongoing financial planning rather than one-time analysis, collaborating with tax advisors and estate attorneys to support clients through life transitions.

The team holds professional designations including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Private Wealth Advisor (CPWA), Accredited Estate Planner (AEP), Certified Alternative Investment Analyst (CAIA), and Accredited Investment Fiduciary (AIF). Kendall Capital has served the Washington, DC region for over 20 years. Team members engage in community service, with Clark Kendall serving on the board of Big Brothers Big Sisters of the National Capital Area, Nina Smith serving on the board of the Montgomery County Small Business Association, and participation in Leadership Montgomery and GROWS.

The 5.00 rating reflects the trust placed in its fiduciary standards and personalized advice.

Kendall Capital delivers personalized, fee-only fiduciary guidance to hardworking professionals in Aspen Hill, MD, helping them manage their financial futures with objective, commission-free expertise.

BizScoreAI gives Kendall Capital a Performance score of 94 out of 100, which measures how quickly the website loads to keep visitors on the page and help with search engine ranking. The firm also receives a Content Quality score of 75 out of 100 for AI Visibility, reflecting clear page descriptions that answer customer questions and allow AI assistants to quote the content directly.