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About Us

KendallTodd, Inc. is the leading provider of strategy, content, training and tools to lenders, advisors and institutions seeking to better manage cash and liabilities, what we call 'crossing the balance sheet'. 

We began as financial advisors, and found that most clients misunderstood how their cash and liabilities supported or impeded their ability to save.  We looked beyond assets, and incorporated liabilities into the overall financial goals of our clients.  This greatly increased the ability for our clients to build wealth.

Real Estate is the greatest single asset and liability for most Americans, and a key focus for our unique educational process around the 3-Sided balance sheet.  This approach to educating the consumers allowed us to build one of the largest retail lenders in the southeast and support the nation's top lenders and financial advisory firms to build multi-billion dollar lending solutions.

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