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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. 

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.

The 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.

Contact Us

This website is a showcase of many of the Directions we've taken from partners, clients, users, etc.  The majority of our work is custom development based on where your vision intersects with our capabilities.  We look forward to assisting you with your goals regardless of their size. 

Feel free to contact us for more information.

Main KendallTodd Office:
KendallTodd, Inc.
2507 Falls Drive
Suite HO
Chapel Hill, NC  27514

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