Carol L. Petrov
Financial Planner & Investment Advisor
Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management advice to individuals and families with more than $500,000 of investable assets. We are based in the Washington D.C. metropolitan area but serve clients all over the United States, many of whom have retired from the Federal government. Our focus is on the Middle-Class Millionaire® who have accumulated their assets through disciplined saving and investing, sale of real estate, a timely inheritance or a combination. We also believe in educating our clients and their families so they feel more confident about achieving their financial goals and strive to help them communicate with other professionals such as accountants and estate attorneys.
Our team consists of CERTIFED FINANCIAL PLANNER™ professionals and three of our portfolio managers hold the Chartered Financial Analyst® designation. We provide investment management utilizing mutual funds as well as individual stocks to provide our clients with a variety of options should they have specific constraints or desire tax efficiency. As Fee-Only advisors, we are only compensated by our clients and charge a percentage of assets under management which includes our expert financial planning and ongoing advice. This structure allows us to be unbiased towards the investments we recommend since we do not receive commissions. We have always been Fiduciary advisors whose top priority is to represent our client’s interests with high ethical standards and excellent client service.
Learn more about our team here: https://kendallcapital.com/team/