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A full range of services

“We’re not striving to be all things to all people; but when it comes to financial planning and investment management, all things to some people.”

Noah Kendrick

We employ a wealth of knowledge and sophisticated planning tools backed by industry-leading technology and services. We exist for one purpose: provide the guidance and strategies designed to allow our clients to achieve and maintain financial independence. We invite you to explore our comprehensive list of services that have enabled our team to earn the trust of our loyal clients.

There is more to your life than simple transactions and returns. Similarly, there’s more to financial planning than just an investment portfolio and a retirement strategy, so we look at planning through a wide lens and develop strategies designed to pursue your short- and long-term goals.

Our objectives are to manage and preserve your wealth, help position your account for a competitive rate of return, and counter the erosive effects of inflation and taxes.* We believe the formula for investment management should include the key components of skilled investment research, long-term planning and a well-managed professional relationship. Using time-tested principles of asset allocation and diversification we design customized portfolios aligned with your stated objectives.

*There is no assurance that any investment strategy will meet its objectives. Investing involves risk including the possible loss of capital. Asset allocation and diversification do not guarantee a profit nor protect against loss.

We take a tax-sensitive approach to financial planning and work with you and your other professionals – accountants and tax attorneys – to help mitigate the impact of taxes. By developing and implementing strategies designed to lessen or shift current and future tax liabilities, we can help improve your prospects for meeting your financial objectives. In addition to impacting your life today, prudent tax planning can play a large role in the amount of wealth you will be able to someday transfer to your heirs.

Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Building an estate is one thing. Protecting it so it can meet your needs and then be passed on to your heirs is quite another. We have access to services many investors require when it comes to providing income for your spouse, educating your children or grandchildren or leaving money to your favorite charity. Proper estate planning can ensure that your assets accumulated over your lifetime are preserved and allocated for the use you have intended. As always, we’ll work with your other tax and legal advisors to ensure we are all working toward your objectives in an effective and efficient manner.

A comprehensive financial plan must consider and prepare for the unexpected such as accidents, illnesses and disability. Our team will help you think ahead and consider different scenarios, then prepare contingency plans to address them. We understand that while risk cannot be eliminated, it can and should be mitigated. Our risk management services include life insurance, annuities, long-term care, disability insurance and liability insurance.

We believe in the appropriate use of alternative investments as a source of reduced portfolio correlations, especially in times of market instability. Depending on your circumstances, your portfolio may include allocations to long-short equity funds, event-driven funds, distressed debt investments, managed futures, and private equity.

Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in these strategies if you do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.

Distressed debt investments, also known as high-yield bonds, are not suitable for all investors. The risk of default may increase due to changes in the issuer’s credit quality. Price changes may occur due to changes in interest rates and the liquidity of the bond. When appropriate, these bonds should only comprise a modest portion of your portfolio.

Take a moment to explore our several giving options, each with its own unique features and benefits. The Donor Advised Fund is the most popular for individuals and families. The Charity Advised Account is specifically for charitable organizations.

Donor Advised Fund

Charitable Gift Annuity

Pooled Income Fund

Charity Advised Account


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