Location: Rockville, MD
Specialty: Personalized financial planning and wealth management services
Clark A. Kendall, CFA, CFP, AEP
President and Founder
Kendall Capital Management is an independently registered investment services firm founded by president Clark A. Kendall. The firm offers unbiased wealth management planning to nonprofit organizations, corporate pension funds, and high-net-worth families and individuals. As fee-only, independent financial advisors, “we sit on the same side of the table as the client […] We implement our custom investment models, which are actively managed, and incorporate several strategies that account for market volatility as well as correlation of various asset classes,” says Kendall. Kendall Capital Management’s commitment to helping clients achieve financial success also includes pushing advocacy efforts to make Montgomery County and Maryland better places for business.
QUICK TIP: “In business, personal recognition and company recognition often go hand-in-hand.”
Kendall believes positive influence in the local community starts at the top. He currently sits on a number of boards and is involved with several organizations, including Olney Boys and Girls Club, Boy Scouts of America, Olney Lions Club, Sandy Spring Museum and Manna Food Center.