KLD Wealth Management

At KLD Wealth Management, we help Gen X and Millennial professionals align their money with what matters most. As a fee-only fiduciary based in Dayton, Ohio, we specialize in life planning and values-based investing that supports purpose-driven financial lives—not just portfolios. We believe money is a tool, not the goal. Whether you're planning for retirement, navigating a career transition, or building a legacy, we’re here to help you turn complexity into clarity, and intentions into action. Our approach blends modern financial planning with behavioral insight and a deep understanding of what it means to live a fulfilled life in today's world. Our Services: Comprehensive Financial Planning Investment Management Retirement Income Strategies Tax Optimization Estate & Legacy Planning 401(k) Plan Consulting Why Work With Us? We don’t sell products. We don’t earn commissions. We offer conflict-free advice tailored to your values and vision. You'll get a partner who listens first, plans thoughtfully, and always acts in your best interest.