KLD Wealth Management
@kldwealth.com
KLD Wealth helps Gen X and Millennial families turn financial complexity into a clear, intentional plan. Fee-only, fiduciary, no commissions.
KLD Wealth Management's Company Logos
KLD Wealth Management's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#2491EB
Picton Blue
36, 145, 235
207, 83, 53
85, 38, 0, 8
#FEFEFE
White
254, 254, 254
0, 0, 100
0, 0, 0, 0
#89B128
Citron
137, 177, 40
78, 63, 43
23, 0, 77, 31
About KLD Wealth Management
KLD Wealth is a fee-only, fiduciary financial planning and investment management firm serving families and professionals in Cincinnati, Dayton, and Lebanon, Ohio, as well as clients through virtual planning. It helps Gen X and Millennial households make connected, intentional decisions as they balance work, family, retirement, taxes, investments, debt, and real estate. Its services include comprehensive financial planning, investment management, and 401(k) consulting.
Planning can address retirement timing and income, future tax considerations, cash flow and debt, family priorities, employer benefits and stock awards, and the role of rental properties in a broader financial picture. KLD Wealth works with pre-retirees, families, business owners, professionals, and real estate investors, helping them understand trade-offs and consider how individual choices affect wider goals. When appropriate, the firm coordinates with clients’ tax and legal professionals.
KLD Wealth says it does not earn commissions, publishes its fees, and confirms the scope of work and cost in a written agreement. Its approach is designed to make complex financial decisions clearer and more manageable
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Finance
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