Local Fee-only Fiduciary Wealth Management firm's growth leads to new lease
ROCKVILLE, Md., June 7, 2022 /PRNewswire-PRWeb/ -- With a growing team and even faster-growing assets under management (AUM), Kendall Capital is moving its office to 2000 Tower Oaks Boulevard, Suite 240, in Rockville, Maryland. The wealth management firm will make the move on June 10, 2022.
"We reached $450 million in AUM in the past year and we're adding employees, so we outgrew our space," explained Kendall Capital President & CEO Clark Kendall, CFA, AEP®, CFP®. "It amazes me to look back at where we came from 16 years ago when I started with just me, a phone, a desk and a Rolodex. Today, we have a talented team and a wide array of clients — and we're busier than ever amid all this market volatility. While other businesses are scaling back their office space, we are grateful for our continued growth and our ability to serve the financial needs of Middle-Class Millionaires® in our community."
Nina Smith, Director of Marketing and Communication, who spearheaded this move by overseeing the space selection, design, IT infrastructure, and new innovative technology, is excited to use the new space as a way to elevate Kendall Capital's brand and better fit the needs of both clients and staff.
"While we serve clients all over the U.S., we are truly excited and honored for the continued opportunity to provide financial insights to people living and working here in Montgomery County, Maryland and across the DMV," said Vice President & Senior Relationship Manager Carol Petrov, CFP®, CPWA®.
Kendall Capital made the Inc. 5000 list for the third year in a row last year, which is the who's-who of the most successful small businesses in America. Kendall noted at the time that the firm has grown organically, not through takeovers or acquisitions. Kendall Capital is one of only six Montgomery County companies to make the list three years in a row.
Last year also saw the release of Kendall's latest book Middle-Class Millionaire Women: Essential Strategies to Ensure Financial Longevity, co-authored with Carol Petrov, CFP®, CPWA®. The book provides life-changing tips and insights on how women can achieve financial success. It complements Kendall's 2019 book, Middle-Class Millionaire: Surprisingly Simple Strategies to Grow and Enjoy Your Wealth.
About Kendall Capital
Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management services to Middle-Class Millionaires® in the Washington, D.C. metropolitan area. The firm currently manages client assets of approximately $450 million. President and CEO Clark Kendall is the author of "Middle-Class Millionaire" and "Middle-Class Millionaire Women" and says, "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." Kendall Capital is a fee-only, fiduciary financial adviser firm. It does not receive commissions from anyone for recommending specific investments in order to serve its clients' best interests.
Media Contact
Marc Silverstein, On The Marc Media, (202) 716-9123, [email protected]
Nina Smith, Kendall Capital, 240-801-7920, [email protected]
SOURCE Kendall Capital
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