Helping Gen X and Millennial Families in Lebanon Build a Life of Clarity, Confidence, and Financial Independence

At KLD Wealth Management, I 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.

I’ll 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?”

These are the same questions I hear from many families in Lebanon, Mason, Middletown, and across Southwest Ohio. My process is designed to help you move from uncertainty to clarity and confidence—without jargon, sales pitches, or product pushing.

What I Offer My Lebanon Clients

I combine fiduciary care, expert guidance, and real-world practicality to create 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

    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

There are plenty of financial advisors around Lebanon—but here’s what sets me apart:

  • Your Interests First—Always

    As a fiduciary, I’m legally and ethically obligated to act in your best interest. No hidden fees, no commissions—just honest guidance.

  • Fee-Only, Transparent Pricing

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

  • CERTIFIED FINANCIAL PLANNER™ Professional

    You deserve a credentialed, experienced advisor. As a CFP®, I bring training, ethics, and a commitment to ongoing education.

  • Local Roots, Virtual Convenience

    Based right here in Lebanon, I’m available for in-person meetings, virtual sessions, and proactive check-ins.

  • A Plan That Adapts With You

    As your life changes, your plan should, too. I provide ongoing check-ins and updates to keep you aligned with what matters most.

✅ 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

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, I work with Southwest Ohio clients who want more clarity, more peace of mind, and more alignment between their money and their life.

When I’m not working with clients, you’ll find me enjoying life with my wife Kelly and daughters Lily and Delilah—likely at a baseball game or planning my 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.

  • 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.