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About KLD Wealth Management
KLD Wealth Management is an independent, fee‑only advisory firm located in Lebanon, Ohio. Founded in 2024 by David Wiedmeyer, it specializes in guiding Gen X and millennial couples toward financial independence. KLD provides personalized planning with a strong emphasis on budgeting, cash‑flow management, tax analysis, investment management and risk mitigation.
KLD Wealth Management’s holistic approach covers retirement planning, estate planning, education savings and insurance analysis. Clients receive step‑by‑step action plans, ongoing accountability and educational resources to build confidence in their financial decisions. By focusing on younger families and professionals, the firm aims to empower clients with the knowledge and tools to achieve long‑term goals, manage debt responsibly and establish a resilient financial foundation.
Pricing options
Regulatory filings
Areas of specialty
- Cash Flow Management
- Budgeting
- Tax Analysis
- Investment Management
- Retirement Planning
- Estate Planning
- Risk Management
- Education Planning
More about KLD Wealth Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 330287 | 1 |
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