Helping Millennial & Gen X Families in Cincinnati Build Financial Confidence and a Life Aligned With Their Values

At KLD Wealth Management, I provide financial planning and investment management for busy professionals and families in Cincinnati who want to live with more freedom and less financial stress.

Whether you’re trying to figure out if you’re on track for retirement, reduce your tax burden, or simply get organized with your finances,.

You don’t have to do it alone.

Your Cincinnati Financial Advisor — Clear, Trusted, and Built Around You

I specialize in helping Gen X and Millennial couples in Cincinnati take control of their financial future. My goal? To help you live the life you dream about—without second-guessing your decisions.

Many clients come to me feeling overwhelmed or uncertain:

“I didn’t know if I was making the right decisions for my future.”

You might wonder if your investment strategy is working… if you're paying more in taxes than you should… or if your financial plan actually supports the life you want to live.

That’s where I come in.

Fee-Only Financial Planning That Works for Cincinnati Families

KLD Wealth is a fee-only, fiduciary financial planning firm proudly serving the Cincinnati area and surrounding communities. Whether you live in Hyde Park, West Chester, Anderson, Blue Ash, Oakley, or downtown Cincinnati, I’ll help you create a clear, personalized financial strategy—virtually or in person

  • A person holding a pair of large, round glasses in front of their face. The background is blurred, focusing on the glasses.

    Improved Financial Clarity and Control

    Simplify complex concepts so you can make decisions that bring you closer to the future you want.

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  • A one hundred dollar bill peeking out of the pocket of blue denim jeans.

    Maximized Tax Efficiency and Savings

    Save money on taxes with our smart check, a plan to grow money tax-free, and a year-end review.

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    Secured Future and Legacy Planning

    Plan for a safe future: get a retirement plan, share wealth with family, and plan your estate.

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Why Cincinnati Clients Choose KLD Wealth?

You have plenty of financial advisors to choose from in Cincinnati—but here’s what sets us apart:

  • Personalized Planning for Your Life

    No templates. No pressure. Just a financial strategy built around your specific goals, values, and family vision.

  • Fee-Only & Commission-Free

    You’ll never wonder how I’m getting paid or whether you’re being sold something you don’t need. My pricing is transparent, and I’m paid only by you.

  • CFP® Professional

    You deserve a credentialed, experienced advisor. As a CERTIFIED FINANCIAL PLANNER™, I bring professional training, ethical standards, and a commitment to ongoing education.

  • Local Roots, Virtual Convenience

    I serve clients across Cincinnati and beyond—virtually or in person. Whether you’re in Hyde Park, Oakley, West Chester, or downtown, I make it easy to connect wherever life takes you.

  • A Plan That Adapts with You

    Life changes—and your financial plan should too. I provide proactive check-ins and updates to keep you confident about what’s next.

✅ Who I Work Best With

I partner with clients who are serious about building a meaningful financial life—not just a portfolio. If this sounds like you, we may be a great fit:

  • You’re a Gen X or Millennial couple juggling work, family, and everything in between.

  • You’re raising kids, saving for college, and still trying to carve out space for your own dreams.

  • Your household income is $150,000+ and growing.

  • You want to enjoy life now and later—travel, experiences, and memories matter as much as money.

  • You value simplicity and clarity—no jargon, no sales pitch.

  • You care about alignment—your finances should reflect your values, not just your returns.

❌ Who I’m Not the Right Fit For

I want to make sure I’m a good match for your time and mine. That’s why I’m upfront about who I don’t work best with:

  • You’re looking for a stock picker or market timer.

  • You’re seeking free advice without commitment.

  • You want to “set it and forget it.”

  • You’re only interested in quick wins.

  • You prefer commission-based advisors or product sales.

  • You’re not open to values-based conversations.

If that’s not you, keep reading.

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Meet Your Planner

David Wiedmeyer, CFP®

Owner | Fiduciary Financial Planner

I help families confidently navigate financial decisions, ensuring they have the freedom to live life on their terms—especially in retirement. I believe retirement isn’t an end but a gateway to doing what you want, when you want.

With a Bachelor’s in Finance from Miami University and a Master’s in Personal Financial Planning from Kansas State University, I’ve built my career on personalized, values-based financial planning. As a CERTIFIED FINANCIAL PLANNER™ professional, I’m committed to strategies that align with each client’s goals.

Outside of work, I’m a lifelong baseball fan and player, sharing my love for the game with my wife, Kelly, and daughters, Lily and Delilah. I dream of coaching one day, and I’m also an avid MMA, wrestling, and football fan.

With me, financial planning goes beyond spreadsheets—it’s about building a secure future while enjoying the journey.

Interested
in Working Together?

Get started in 3 easy steps

  • Our initial meeting is all about you, your goals, and your questions, so that we can determine if we are potentially a good fit.

  • I will create a personalized, high-level overview for you so that you can get a feel for the process. Whether we work together or part as friends, this overview will be yours.

  • We review your planning overview and discuss how you can start focusing on your ideal retirement lifestyle and worry less about your finances. This is a NO PRESSURE meeting. No sales pitch, no commitments.

  • During your strategy session we will complete your planning overview including opportunities to achieve your goals and dreams. I will not ask you to decide then and there. The goal is to take the evening and decide if the results are what you want.

    We schedule a quick meeting for the next day to see if you have any questions and see if you want to get started.

    Either way, the plan is yours. No strings attached.

 FAQs

  • Values-based financial planning integrates your personal values (e.g., sustainability, social responsibility) into your financial strategy, while traditional planning focuses mainly on maximizing financial returns.

  • I guide you through a reflection process, asking key questions about your priorities (family, community, environment) and aligning those with your financial goals.

  • Yes, values-based financial planning ensures that your financial decisions support both your personal values and long-term financial objectives. I help you find ethical strategies that don't compromise on returns.

  • I regularly review your plan and adjust it to reflect shifts in your values, family dynamics, or financial situation, ensuring continued alignment with your goals.

  • Absolutely. I incorporate your philanthropic goals into your financial plan, helping you leave a lasting legacy through charitable giving strategies that reflect your values.

  • Values-based financial planning is ideal for individuals and couples who want their financial decisions to reflect their personal ethics and beliefs, especially those focused on long-term sustainability, social impact, religious beliefs, or family legacy.

  • Yes, whether it's family wealth planning, business succession, or advanced tax strategies, we tailor your plan to both your complex needs and your values.

  • As a fee-only firm, I provide clear, upfront fees for my services, ensuring there are no hidden commissions or conflicts of interest, so your financial decisions are always in your best interest.