Our mission is to help you achieve your financial goals by providing professional financial planning and low cost portfolio management services.

Kendall Asset Management is a fee-only registered investment advisor and financial planner serving clients in Abingdon, VA, Bristol, Kingsport, and Johnson City, TN, and the greater Tri-Cities region.  We accept no commissions or compensation from broker-dealers, investment companies, or other third parties.  We achieve our goals only by helping you achieve yours. 

Four fundamental principles guide Kendall Asset Management:  (1) help clients define their financial goals; (2) help clients understand their personal willingness and ability to bear investment risk; (3) match clients to investment portfolios that are uniquely right for them; (4) minimize clients’ costs of investing.

We can help you achieve your financial goals. If you’re ready to begin, give us a call or send us an email message. We invite you to learn more about Kendall Asset Management by exploring the links on this page.