KLD Wealth Management LLC

Hey there! I'm David Wiedmeyer, a Certified Financial Planner™.

I run KLD Wealth Management, a fee-only financial planning firm. We're a bit different because we only charge fees and focus on helping Gen X and Millennial families and real estate investors.

So, what's our deal? Well, we're all about helping families like yours become financially independent. We want you to be in control of your money.

How? By focusing on stuff you can control, like making a budget, planning for taxes (so you don't pay more than you have to), deciding where to invest your money (including your 401(k)), and teaching you all about this money stuff so you can make smart choices for your family's future. Oh, and we're big fans of real estate.

We think it's a great way to make money. Whether you're just starting as a landlord or you already own a bunch of properties, we'll help you create a plan to reach your financial goals. If you're considering investing in real estate on the side, want to make some extra money for your family, own rental properties, inherited some, or want to make the most of your home, we're here for you.

And guess what? We're not like those big financial companies that work for Wall Street. Nope, we work for you!

That's why our fees are clear and fair. Real estate might not be everyone's cup of tea, but there are many ways to include it in your investment plans.

We promise to help you figure out what's best for you and make a plan that fits your life and what you want. Oh, and one more thing – we can work with you online from anywhere or meet up if you're in the Cincinnati area.

Interested in learning more?

Give us a shout, and let's chat!