Helping Gen X and Millennial Families in Lebanon Build a Life of Clarity, Confidence, and Financial Independence
At KLD Wealth Management, we serve families and professionals in Lebanon, Ohio with personalized financial planning and values-based investment management.
Whether you’re unsure if you’re on track for retirement, looking to reduce your tax burden, or just trying to feel more in control of your money—we’re here to guide you every step of the way.
A Local Lebanon Financial Advisor Who Gets It
You work hard, you’ve saved, and now you’re asking:
“Am I doing the right things with my money?”
“Could I be doing more with less stress?”
“How do I align my finances with what matters most?”
We hear this all the time—and we’ve built our process around helping you move from uncertainty to confidence.
KLD Wealth is based just down the road from you, in the heart of Southwest Ohio. We work with couples and individuals in Lebanon, Mason, Middletown, and beyond, offering a modern approach to financial planning—without the jargon or sales pitch.
What We Offer Our Lebanon Clients
At KLD Wealth, we combine fiduciary care, expert guidance, and real-life practicality to give you a financial strategy that actually fits your life.
Why Families in Lebanon Choose KLD Wealth?
You have plenty of financial advisors to choose from around Lebanon—but here’s what sets us apart:
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We Put Your Interests First—Always
As a fiduciary, we’re legally and ethically obligated to act in your best interest. There are no hidden fees, no commissions—just honest guidance built around your life.
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We’re Fee-Only and Commission-Free
You’ll always know exactly what you’re paying for.
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CFP® Professional
You deserve a credentialed, experienced advisor. As a CFP®, David brings professional training, ethical standards, and a commitment to ongoing education.
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Local Roots, Virtual Convenience
We’re right here in Lebanon, available for in-person meetings, virtual sessions, and proactive check-ins. You’ll never feel like you’re navigating this alone.
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A Plan That Adapts with You
As your life changes, your plan should, too. We provide ongoing check-ins and strategic updates to keep you aligned with what matters most.
Simple Pricing That Fits Real Life
Ongoing Financial Planning + Investment Management, Combined in One Clear Model
At KLD Wealth, we believe financial planning should be transparent, flexible, and tailored to your life—not your account balance. That’s why we combine a flat monthly fee for personalized financial planning with a scaled investment management fee, based on the assets we manage on your behalf.
📊 Our Pricing Model
$250/month for comprehensive financial planning
~1% AUM for investment management
(Actual rate may vary depending on complexity and total assets managed)
👥 Best For:
Gen X and Millennial individuals or couples who want ongoing, personalized financial guidance and professionally managed investment portfolios—all in one relationship.
✅ What’s Included:
Financial Planning Services:
📄 Values-based, personalized financial plan
📅 Quarterly review meetings + unlimited support
💸 Cash flow, savings, and debt optimization
🧾 Retirement income planning and projections
💬 Tax planning and Roth conversion strategies
🛡️ Insurance and estate planning guidance
🧠 Coordination with your CPA, attorney, and other professionals
🔒 Access to your secure online financial portal
Investment Management Services:
📈 Tax-efficient, low-cost portfolio management
🔁 Ongoing rebalancing and monitoring
💡 Investment reviews with clear, personalized recommendations
🧩 Strategies aligned with your goals, time horizon, and values
✳️ No commissions, no product sales, no hidden fees
🟢 No investment minimums. No pressure. Cancel anytime.
Just real advice, a long-term partnership, and support you can trust.
💬 Not Sure If This Is Right for You?
If you’ve ever thought:
“I don’t just want a plan—I want someone to help me follow through.”
“I want to invest wisely but stay aligned with my values.”
“I’d love one trusted advisor to help with everything.”
Then this model is built for you.
Need More Information? Read our Blog:
How Much Does Financial Planning Cost? (And Why It’s Worth Every Penny)
Meet Your Planner
David Wiedmeyer, CFP®
Owner / Planner
With a background in values-based financial planning, a Master’s in Personal Financial Planning from Kansas State University, and a passion for helping families live with intention, David works with Dayton-area clients who want more clarity, more peace of mind, and more alignment between their money and their life.
When he’s not working with clients, you’ll find him enjoying life with his wife Kelly and daughters Lily and Delilah—likely at a baseball game or planning his next weekend hike in the Miami Valley.
Interested
in Working Together?
Get started in 3 easy steps
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Our initial meeting is all about you, your goals, and your questions, so that we can determine if we are potentially a good fit.
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We will create a personalized, high-level overview for you so that you can get a feel for our advice. Whether we work together or part as friends, this overview will be yours.
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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.
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During your strategy session we will complete your planning overview including opportunities to achieve your goals and dreams. We will not ask you to decide then and there. In fact, we actually want you to sleep on it!
We schedule a quick meeting for the next day to see if you have any questions and see if you want to get started with us.
Either way, the plan is yours. No strings attached.
FAQs
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Yes. All our recommendations are in our client's best interest, and we always maintain the fiduciary standard. We do not sell any commission-based products, so we will only act in your best interest.
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We are a fee-only financial planning and investment management firm. Our compensation is agreed upon before doing any work, and we pride ourselves on full transparency of fees.
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Unless otherwise agreed upon, all our recommendations are comprehensive. Most of our clients engage in ongoing financial planning and are provided with a full written financial plan. Although we do not offer tax preparation or legal services, we partner with multiple tax and legal experts to ensure you are completely taken care of.
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Yes. David Wiedmeyer has extensive financial planning experience and ten years of experience. On top of that, David has a Master's degree in Personal Financial Planning from Kansas State University and a Bachelor's degree in Finance from Miami University. He is a CERTIFIED FINANCIAL PLANNER (CFP®).
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We are currently a boutique firm serving 24 households and growing. Our current client focus is on Millennial and Gen X couples seeking financial independence.
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We work for you. So, our clients are free to call any time. We have regularly scheduled meetings at least four times yearly to cover all your financial needs. These meetings will cover the four main areas: tax planning, risk management, investment management, and debt/cash flow management. On top of our regularly scheduled meetings, we will reach out via text, email, and phone to check in and ensure everything is going well! Or to say hi!