At KLD Wealth Management, we help Gen X and Millennial professionals align their money with what matters most. As a fee-only fiduciary based in Dayton, Ohio, we specialize in life planning and values-based investing that supports purpose-driven financial lives—not just portfolios.

We believe money is a tool, not the goal. Whether you're planning for retirement, navigating a career transition, or building a legacy, we’re here to help you turn complexity into clarity, and intentions into action.

Our approach blends modern financial planning with behavioral insight and a deep understanding of what it means to live a fulfilled life in today's world.

Our Services:

Comprehensive Financial Planning

Investment Management

Retirement Income Strategies

Tax Optimization

Estate & Legacy Planning

401(k) Plan Consulting

Why Work With Us?
We don’t sell products. We don’t earn commissions. We offer conflict-free advice tailored to your values and vision. You'll get a partner who listens first, plans thoughtfully, and always acts in your best interest.

KLD Wealth Management

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