David Alan Wiedmeyer, Jr. CFP^®

Hi, I’m David Wiedmeyer, CFP®, founder of KLD Wealth Management. KLD Wealth Management is a fee-only, fiduciary financial planning firm built to help Gen X and Millennial families make confident decisions with their money. Many of the people I work with are doing a lot of things right. They are earning a good income, saving for the future, investing consistently, building wealth, and trying to create a better life for their family. But they still wonder: Am I on track? Am I paying more in taxes than I need to? Are my investments actually aligned with my goals? How do I balance today’s needs with tomorrow’s retirement? Where does real estate fit into my overall financial plan? That is where KLD Wealth Management comes in. My goal is to help you create a clear, actionable plan for your money so you can stop second-guessing and start moving forward with confidence. Together, we focus on the areas that have the greatest impact on your financial life: cash flow, tax planning, retirement readiness, investment management, risk protection, estate considerations, real estate, and the big life decisions that affect your family’s future. At KLD Wealth Management, I believe real estate can be a powerful part of building long-term wealth. Whether you own rental properties, inherited property, are considering real estate as a side investment, want to make the most of your primary residence, or simply want to understand how property fits into your bigger financial picture, I can help you evaluate the opportunities, risks, tax implications, cash flow considerations, and trade-offs. Real estate is not just about buying property. It is about understanding how each decision affects your taxes, liquidity, debt, retirement goals, family priorities, and long-term financial independence. I also believe good financial planning is not about chasing the latest trend or trying to beat the market. It is about understanding what matters most to you, building a plan around those priorities, and making smart decisions over time. At KLD Wealth Management, advice is not tied to commissions, product sales, or Wall Street incentives. As a fee-only fiduciary, I work for you. That means transparent fees, objective guidance, and recommendations designed around your goals. I work with clients virtually and locally in the Cincinnati, Dayton, and Southwest Ohio area. If you are looking for a financial partner who can help you bring clarity to your money, reduce financial stress, build wealth, and understand how real estate fits into your broader plan, I would be happy to talk.

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households