KLD Wealth Management

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.

Aligning your wealth with what matters most is not just a philosophical exercise; it can also be a strategic advantage. ...
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.

Retirement planning is about more than just hitting a savings goal. Markets fluctuate, expenses evolve, and your needs m...
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.

Business changes such as mergers, acquisitions, divestitures, or corporate restructurings often raise important question...
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.

For high-net-worth (HNW) individuals, financial lives often become more complex over time. Market movement, business dev...
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.

July is filled with moments that remind us of what can happen when imagination, ambition, and a little boldness come tog...
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!

Happy Fourth of July!Two hundred and fifty years of liberty is worth celebrating with everything you have got. Whether t...
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.

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...
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.

U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors larg...
05/19/2026

U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors largely looked past elevated inflation, rising yields, and persistent tensions in the Middle East, marking a sharp reversal from a difficult first quarter. Swipe through to learn more.

As always, don’t hesitate to reach out to our team with any questions or needs. We are here as a resource for you.

We are often asked about the different types of riders individuals can add to their life insurance policies. Life insura...
05/19/2026

We are often asked about the different types of riders individuals can add to their life insurance policies. Life insurance riders are additional layers of coverage that can help you customize your coverage so it aligns more closely with your needs.

One such rider is the Return of Premium (ROP) rider. Swipe for an overview of what it does, why it matters, how it works, and who it may be best for.

Have questions or want to see what it might look like for your policy? Reach out. We’re here to help you review your options and plan with confidence.

05/15/2026

If you’ve been following along this month…

And you’re realizing:
• Things could be clearer
• Decisions could be easier
• There’s more opportunity than you thought

That’s exactly where planning fits.

If you want help thinking through it....

I’m always happy to have a conversation.

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706 Deerfield Road
Lebanon, OH
45036

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