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KLD Wealth Management
Life Planning. Values-Based Investing. | At KLD Wealth Management, we help Gen X and Millennial professionals align their money with what matters most.
Overview
Life Planning. Values-Based Investing. | At KLD Wealth Management, we help Gen X and Millennial professionals align their money with what matters most. As a fee-only fiduciary based in Dayton, Ohio, we specialize in life planning and values-based investing that supports purpose-driven financial lives—not just portfolios.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Frequently asked questions
How does the firm structure its investment process?
KLD builds customized, multi-asset portfolios for each client family. Core allocations span public equities, municipal fixed income, and private alternatives including real estate and private equity. The firm emphasizes tax efficiency — particularly important in Texas where municipal bond income carries state-specific advantages — and integrates investment decisions with broader financial planning, rather than treating portfolio management as a standalone activity.
Does KLD operate under a fiduciary standard?
Yes. KLD is registered as an investment advisor, which legally binds the firm to act as a fiduciary — placing client interests ahead of its own. This means the firm does not earn commissions on product sales, unlike advisors operating under a broker-dealer license. The RIA structure is central to how the firm positions itself, particularly in a market where commission-based private wealth management remains common.
Is KLD affiliated with a larger financial institution or bank?
KLD Wealth Management operates independently, not as a division of a bank, wirehouse, or insurance company. This independence supports its fiduciary posture — the firm is not incentivized to distribute proprietary products or meet sales quotas from a parent institution. Its Austin headquarters and single-market focus further reflect a boutique, owner-operated structure rather than a scaled platform.
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