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.
Company Details
- Founded
- 2024
- Address
- 706 Deerfield Rd, Lebanon,ohio 45036,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://kldwealth.com
- Keywords
- Lebanon.
- HQ
- Lebanon, Ohio
Kld Wealth Management Questions
Kld Wealth Management's website is http://kldwealth.com
Kld Wealth Management's LinkedIn profile is https://www.linkedin.com/company/kldwealth
Kld Wealth Management's industry is
Financial Services
Kld Wealth Management's top competitors are
Design For X,
Empowering Finance,
Covisum,
Kld,
Adaptive Advice, Llc,
Kldsa,
Metaparadigm Wealth Management,
Private Wealth Management & Consulting,
Omega Investment Management,
Asset Management Training Center (Amtc).
Kld Wealth Management's categories are Financial Services
Kld Wealth Management's founding year is 2024
