Dale Dobnicker

Hey there! I'm David Wiedmeyer, a Certified Financial Planner™. I run KLD Wealth Management, a fee-only financial planning firm. We're a bit different because we only charge fees and focus on helping Gen X and Millennial families and real estate investors. So, what's our deal? Well, we're all about helping families like yours become financially independent. We want you to be in control of your money. How? By focusing on stuff you can control, like making a budget, planning for taxes (so you don't pay more than you have to), deciding where to invest your money (including your 401(k)), and teaching you all about this money stuff so you can make smart choices for your family's future. Oh, and we're big fans of real estate. We think it's a great way to make money. Whether you're just starting as a landlord or you already own a bunch of properties, we'll help you create a plan to reach your financial goals. If you're considering investing in real estate on the side, want to make some extra money for your family, own rental properties, inherited some, or want to make the most of your home, we're here for you. And guess what? We're not like those big financial companies that work for Wall Street. Nope, we work for you! That's why our fees are clear and fair. Real estate might not be everyone's cup of tea, but there are many ways to include it in your investment plans. We promise to help you figure out what's best for you and make a plan that fits your life and what you want. Oh, and one more thing – we can work with you online from anywhere or meet up if you're in the Cincinnati area. Interested in learning more? Give us a shout, and let's chat!

As a client of F2 Wealth, you will enjoy a sense of freedom that comes with having the confidence that you are making the best financial decisions for you and your family. The clients we serve tend to be mid to late career professionals or small business owners. Oftentimes it's a blend of both where we have helped clients successfully navigate the transition from employee to entrepreneur. One area of focus that is shared with all of our clients is planning for a successful retirement. We incorporate both life planning and financial planning to help you navigate the transition from your working years to your retirement years so that you can live your best life. Our clients choose to work with us for our experience and the breadth and depth of the services we offer. Some services are reoccurring while others may only be needed during certain stages of life or life events. Whatever your needs, we follow a rigorous client service calendar that allows you to benefit from our range of services on a proactive basis. These services include, life planning, financial planning, tax planning, investment management, estate planning, insurance planning, and retirement planning. Within these areas there are certain areas of specialization that clients further benefit from including stock option planning, inheritance planning, education planning, retirement income planning, and business planning for the self-employed. Now that you’ve learned about the clients we serve and what we do, you may be interested in a more personal introduction. I’m Eric Ross, CFP®, Principal and Lead Advisor at F2 Wealth. I’ve served as a senior leader during my career as a management consultant and wealth advisor at global firms and boutique firms. Over the course of my career I’ve had the opportunity to serve hundreds of individuals and families seeking to be stewards of their financial lives. I’ve been a speaker at financial industry conferences and my expertise has appeared in national media outlets. I volunteer as a Certified Business Coach to help entrepreneurs successfully launch their businesses. I’m also highly engaged in the financial planning community having served in leadership roles at national organizations and participating in the financial planning student program at The Ohio State University where I also serve as a mentor in The Fisher College of Business. I’m excited to meet you and to help you lead a confident financial life.

My goal is to help bring order to your financial life and help you make smarter financial decisions. I do this by focusing on what you care about the most – your spending ability. Together, we will figure out how much you can safely spend each year and how much you need to save. We will look for ways to safely increase your standard of living. My clients seek advice on a wide variety of issues. But they all share one thing in common… they want professional guidance and support to help them navigate the complexities of their financial life. We will work collaboratively because it is important that you be a part of the financial planning process. We will have real discussions about money and the things you want to accomplish in life. We will figure out how to put you back in charge of your finances and on the path to financial freedom. I grew up in Lexington, Massachusetts and then attended college in Tampa, Florida where I earned an undergraduate degree in finance from the University of South Florida. After graduating from college, I moved to San Diego, California where I lived for about 15 years working mostly in finance and accounting. In 1986, I obtained my California CPA license. In 1992, I became a Certified Financial Planner. In 1996, I returned to Massachusetts to become a partner in a local CPA firm and also obtained my Massachusetts CPA license. And then in 2004, I founded Spillane Financial Planning, Inc. to better serve the financial planning and investment needs of my clients. In 2023, after more than 25 years in Massachusetts, my wife and I decided to relocate to the historic town of Lebanon, Ohio. Over the years, I have gained valuable knowledge, experience, and insight that will benefit my clients. I look forward to hearing from you.

James Markley is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2022 to 2025 and as a Financial Representative at the same firm in 2022. Before joining Fidelity Investments, he worked as a Financial Advisor at Raymond James from 2019 to 2022. James collaborates with his clients to develop dynamic financial plans aimed at helping them establish confidence in pursuing their financial goals. He draws on his professional experience and understanding of life's complexities, informed by his roles and his perspective as a husband and father of three. Outside of his professional work, James has interests in concerts, football, tennis, theater, and volunteering.