David Wiedmeyer, CFP®
Jargon-Free, Fiduciary Financial Planning for Busy Millennial & Gen-X Families
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Serving Clients Nationwide
Jargon-Free, Fiduciary Financial Planning for Busy Millennial & Gen-X Families
Areas of Focus
- Cash Flow
- Education Funding
- Employee Benefits
- Estate Planning
- Investment Management
- Real Estate Investing
- Retirement Income Planning
- Retirement Planning
- Tax-Efficient Planning
About David Wiedmeyer, CFP®
Hi, I'm David Wiedmeyer, CFP®, a fee-only, fiduciary financial planner and owner of KLD Wealth Management.I help families confidently navigate financial decisions so they have the freedom to live life on their terms—especially in retirement. Retirement isn’t an end—it’s a gateway to doing what you want, when you want.
With a Bachelor’s in Finance from Miami University and a Master’s in Personal Financial Planning from Kansas State University, I’ve built my career around personalized, values-based financial planning. As a Certified Financial Planner™ professional, I’m committed to strategies tailored to your unique goals.
Beyond finance, I’m a dedicated baseball fan and player, sharing the sport with my wife, Kelly, and daughters, Lily and Delilah. I dream of coaching one day, and I’m also an avid MMA, wrestling, and football fan.
With me, financial planning goes beyond spreadsheets—it’s about building a secure future while enjoying the journey.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
706 Deerfield Rd, Lebanon, OH 45036
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. This is a no-pressure conversation to talk through what’s on your mind financially, answer questions, and see if KLD Wealth is the right fit for you. We’ll discuss your goals, priorities, and how our monthly planning model works. I look forward to speaking with you.Offers Investment Management
Yes
About KLD Wealth Management
KLD Wealth Management is a fee-only, fiduciary financial planning and investment management firm that helps successful Gen X and Millennial families turn financial complexity into a clear, intentional plan, so they can start living the life they're building now, not someday.Who We Serve
We work with Gen X and Millennial individuals and couples, including real estate investors, who want ongoing, personalized financial guidance and professionally managed investment portfolios—all in one relationship. Many of our clients are already doing a lot of things right—earning a good income, saving for the future, investing consistently, and building wealth—but still wonder if they're truly on track.
I am proud to serve the Dayton & Southwest, Ohio communities as fiduciary. With KLD Wealth Management, you can feel confident knowing that your financial advisor puts your best interest first.
Our Services
Our services include investment reviews, tax analysis, and estate planning, along with ongoing support such as goal monitoring, retirement check-ups, and timely updates to help clients stay on track. We also offer fiduciary 401(k) plan consulting to help business owners optimize their retirement plans and support their employees' financial future. We take a goal-based, values-driven approach to investment management, tailoring each portfolio to a client's needs, risk tolerance, and long-term vision.
Transparent Pricing
We combine a flat monthly fee for personalized financial planning with a scaled investment management fee based on the assets we manage, so pricing stays transparent, flexible, and tailored to a client's life rather than their account balance. There are no commissions, no product sales, and no hidden fees.
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Advisory services offered through KLD Wealth Management, LLC, an investment adviser registered with the state(s) of Ohio & Kentucky. Advisory services are only offered to clients or prospective clients where KLD Wealth Management, LLC and its representatives are properly registered or exempt from registration.
Education
Kansas State University, Master of Science in Personal Financial Planning | Kansas State University, Graduate Certificate in Financial Therapy | Miami University, Bachelor of Science, Finance
Hobbies and Interests
- Baseball
- Family
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Couples
- DIY Investors
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Real Estate Investors
- Young Families
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