KLD Wealth Management

Home
United States
Lebanon, OH
KLD Wealth Management

Helping Gen X and Millennial couples create financial clarity, build lasting wealth, and align their money with what matters most. Fee-only. Fiduciary.

Values-based planning from Dayton, OH and beyond.

07/30/2026

One financial question worth revisiting each year is whether your current strategy is built to remain effective over time, particularly in the presence of change. While simple, it is one of the most effective ways to assess the strength and resilience of your financial plan. Swipe to learn more.

If you are unsure how your plan would perform over the next five years, we are here to help. Call us to schedule a review and ensure your strategy is built for the long-term.

07/24/2026

When market headlines dominate the news cycle, it can be easy to feel pulled toward quick decisions. However, stepping back to focus on broader financial planning may offer a more measured perspective. Swipe through to learn more.

Market conditions will always continue to change and evolve over time, and having a clear understanding of your overall financial picture can help bring perspective to the noise. If you would like to discuss your specific finances, give us a call today.

07/23/2026

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is essential for making informed investment decisions. Swipe through for a closer look at how each concept could impact portfolios.

We hope you found these insights helpful. As always, if you would like to discuss your portfolio or have any questions about your strategy, don’t hesitate to reach out. Our team is here to help. Call us today to start the conversation.

07/15/2026

Aligning your wealth with what matters most is not just a philosophical exercise; it can also be a strategic advantage. As financial complexity increases, clarity around your goals, values, and long-term priorities becomes essential. Swipe through for key ways to ensure your portfolio reflects both growth and purpose.

If you want help aligning your financial strategy with what matters most to you, give us a call. We are here to help you realize your vision.

07/14/2026

Retirement planning is about more than just hitting a savings goal. Markets fluctuate, expenses evolve, and your needs may shift over time, making flexibility an important part of any long-term strategy. Swipe through to learn more about adaptability and withdrawal strategies in retirement planning.

A thoughtful, flexible approach can help support both your lifestyle and long-term financial stability. If you would like to discuss your retirement income strategy, call us to start the conversation.

07/09/2026

Business changes such as mergers, acquisitions, divestitures, or corporate restructurings often raise important questions about a company’s retirement plan. Understanding what may happen to a 401(k) plan during these transitions can help business owners plan ahead and support their employees.

When companies combine or restructure, retirement plans may be handled in several different ways depending on the structure of the transaction and the goals of the organizations involved. Swipe for common outcomes.

If your organization is preparing for a merger, acquisition, or restructuring, contact us to discuss how we can help with 401(k) plans and steps to ensure a smooth transition.

07/06/2026

For high-net-worth (HNW) individuals, financial lives often become more complex over time. Market movement, business developments, changes in income, and evolving family priorities can all introduce new considerations throughout the year.

Sometimes these changes create financial blind spots, meaning risks or inefficiencies that develop quietly and may not be obvious at first glance.

A mid-year financial review can help bring those areas into focus by identifying gaps that may have emerged since the start of the year. Additionally, it can help you review changes in income, markets, or personal circumstances, ensuring your current strategy still reflects your priorities.

Taking the time to review your strategy now can help address issues early and keep your financial plan aligned with your goals. If you would like to schedule a mid-year financial review, contact us to start the conversation.

07/05/2026

July is filled with moments that remind us of what can happen when imagination, ambition, and a little boldness come together. Here are a few milestones worth celebrating this month:

🥫July 5, 1937 - SPAM was introduced by Hormel Foods, becoming one of the most iconic canned foods in American history.

🎡July 17, 1955 - Walt Disney opened the very first Disneyland theme park in Anaheim, California, forever changing the way families experience entertainment together.

🌕July 20, 1969 - NASA's Apollo 11, piloted by Command Module Pilot Michael Collins, made history as Commander Neil Armstrong and Lunar Module Pilot Edwin “Buzz” Aldrin became the first humans to walk on the moon, capturing the imagination of the entire world.

These moments continue to inspire conversations about creativity, innovation, and the lasting impact of a single bold idea.

Which of these July milestones speaks to you the most? Drop a comment and share your thoughts!

07/03/2026

Happy Fourth of July!

Two hundred and fifty years of liberty is worth celebrating with everything you have got. Whether that means fireworks, family, or a mouth-watering backyard cookout, our team hopes you have a patriotic and joyful celebration.

Please note that the office will be closed on Friday, July 3rd, in observance of Independence Day. We will be back after the holiday weekend and look forward to connecting with you soon.

05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

Address

706 Deerfield Road
Lebanon, OH
45036

Website

http://kldwealth.com/

Alerts

Be the first to know and let us send you an email when KLD Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to KLD Wealth Management: