CFP®, CFA, AEP®
Fee-Only Financial Advisor located in Rockville, MD and serving Middle Class Millionaires in the Washington, D.C. Area.
Clark Kendall has more than 30 years of experience in investment management and wealth management strategies. He is among a select few wealth managers worldwide who have earned the triple designations of Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Estate Planner® (AEP®). He has been named one of the Washington metropolitan area’s top wealth managers by the National Association of Board Certified Advisory Practices (NABCAP) and the Washington Business Journal.
As a founder of Kendall Capital Management, Clark provides intelligent, independent financial direction to Middle Class Millionaires in and around the Washington D.C. metropolitan area. His financial planning analysis, strategies and approach to client service are designed with these clients in mind. As a fee-only, independent financial advisor, Clark is a fiduciary who is held to the highest standard of any professional advisor in the industry. He sits on the same side of the table as the client and utilizes his skills and talents to serve clients with these common goals and concerns.
Clark’s approach is to actively manage portfolios that meet his clients’ goals in a cost-effective manner. As a fee-only, independent advisor, Clark has no allegiance or conflicts with other financial organizations for trading or product selection.
Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a member of the Washington Society of Chartered Financial Analysts. Prior to founding Kendall Capital in 2005, Clark was the Chief Investment Office at Potomac Asset Management (1999-2004). Before joining Potomac Asset Management, Clark served as Vice President, Investment Committee member and portfolio manager for Pell Rudman Trust Company, an international investment firm, Clark also served as a global private banker at the Royal Bank of Canada. From 1990 to 1996, Clark was the first Investment Office at Sandy Spring Bank where he was responsible for all investment functions of the Trust Department while serving as a Senior Investment Officer and a Bank Investment Committee member.
Clark sits on several boards and is involved with many worthy organizations, including the Olney Boys and Girls Club (where he coaches basketball), Olney Lions, and the Montgomery County Chamber of Commerce.
Clark is a graduate of James Madison University and holds a BBA in Finance and Economics. He resides in Sandy Spring, Maryland with his wife, Diane, and their four children.
Clark Kendall is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management advice to Middle Class Millionaires with assets of more than $500,000 in the Washington D.C. Metropolitan area. Middle Class Millionaires are more common than you may realize. While you may not consider yourself a millionaire, you may have accumulated over $500,000 or more in investable assets through disciplined saving and investing, a timely inheritance or a combination of all three.
When you are a client with Kendall Capital, you have access to some of the brightest minds and best people in the business. We are different in that we are a fee-only, fiduciary financial advisor firm. You pay for our expert advice and counsel and in turn we do not receive commissions from anyone for recommending specific investments. We sit on the same side of the table with you in order to serve your best interests.
Our financial advising team prides itself on having a high level of trust in every aspect of our business. Kendall Capital recognizes that each client is unique and requires customized investment management services. We develop individual investment strategies to combine wealth and fundamental investment management. Kendall Capital offers equity, fixed income, and mutual fund management integrated with wealth management strategies to meet the specific financial needs of its clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Clark Kendall is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Clark Kendall is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Clark Kendall is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
Clark Kendall is an Accredited Estate Planner® (AEP®)
Professional estate planners can obtain an accreditation that acknowledges their experience and specialization in estate planning. Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
Contact Clark Kendall
600 Jefferson Plaza
Rockville, MD 20852