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.

  • 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

    We 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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  • Four children wearing colorful rain boots standing on a muddy path.

    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 Families in Lebanon Choose KLD Wealth?

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

  • 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.

  • We’re Fee-Only and Commission-Free

    You’ll always know exactly what you’re paying for.

  • CFP® Professional

    You deserve a credentialed, experienced advisor. As a CFP®, David brings professional training, ethical standards, and a commitment to ongoing education.

  • 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.

  • 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.

✅ Who We Work Best With

At KLD Wealth, we partner with clients who are serious about building a meaningful financial life—not just a portfolio. If any of the following sounds like you, you’re in the right place:

  • 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’re doing well, but know you could be doing better—with the right plan and guidance.

  • You want to enjoy life now and later.
    You love to travel, experience new things, and create memories—not just stash cash away for "someday."

  • You value simplicity and clarity.
    You’re not looking for jargon or a sales pitch—you want someone to help you make confident, well-informed decisions.

  • You care about alignment.
    Your finances should reflect your values. Whether that’s building a legacy, supporting causes you care about, or just being intentional—you're looking for more than just returns.

❌ We're Not the Right Fit For Everyone—And That's Okay

At KLD Wealth, we want to make sure we're a good match—for both your time and ours. We’re committed to building long-term, values-based relationships with our clients, and that means we’re not the best fit for everyone.

Here’s who we’re not a fit for:

  • You're looking for a stock picker or market timer.
    We believe in long-term, evidence-based investing—not trying to chase the next big thing or time the market.

  • You're seeking free advice without commitment.
    We offer real value through thoughtful planning and professional expertise. If you’re not ready to invest in your financial future, we might not be the right partner just yet.

  • You want to "set it and forget it."
    Our best clients are engaged in the process. You don’t need to be a financial expert—we’ll guide you—but we do value collaboration and follow-through.

  • You’re only interested in quick wins.
    Financial planning isn’t about overnight success. It’s about building a strong, sustainable path toward the life you want—on your terms.

  • You prefer commission-based advisors or product sales.
    We’re 100% fee-only and fiduciary. That means no commissions, no product pushing—ever.

  • You’re not open to values-based conversations.
    We help clients align their financial life with what truly matters to them. If you're not interested in exploring that connection, our approach might feel too personal.

✅ Still With Us?

If you’ve read through this and thought, “Yes! That’s exactly what I’m looking for,”—you’re in the right place.

We’d love to learn more about your story and see how we can help.

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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

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

  • 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.

  • 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. 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

  • 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. 

  • 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. 

  • 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.

  • 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®). 

  • 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. 

  • 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!