Eric Ross

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!

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.