Matthew Weed

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.

Buckeye Wealth Partners mission is to build lasting relationships with our clients by providing comprehensive financial planning that fosters peace of mind, enables wealth accumulation, and supports realizing our clients' financial goals. We strive to deliver objective advice and tailored strategies, guiding them towards a prosperous and fulfilling legacy. Buckeye Wealth Partners manages the finances for families and business owners. Our expertise includes investment advisement, risk management, education planning, longevity planning, social security planning, estate planning, tax consultations (preparation and planning), insurance review, charitable giving, and Medicare resources. We prioritize meaningful personal relationships and provide objective, trustworthy advice. Jim attended Indiana Wesleyan University, earning his Bachelor’s in Personal Financial Planning. Jim is a retired Air Force Veteran with a passion for serving others. Clients deserve personalized solutions from professionals they know, like, and trust. Jim focuses on getting to know you and your family to understand your why. He provides a tailored approach to best meet your financial objectives. He and his team are dedicated to providing the latest technology and resources to their clients in an endeavor to create an ideal client experience.

Walter Roderer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 10 years of experience in the financial services industry, focusing on personal finance for individuals, families, businesses, and nonprofit organizations. Walter's areas of expertise include college education planning, executive compensation, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Walter holds a Bachelor's Degree in Business Administration from The Ohio State University. He has earned several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved in his local community through participation in his local church. Walter enjoys baseball, cooking, football, golfing, music, reading, running marathons, skiing, spending time with his family, and yoga.

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.

Teresa Rubins is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry since 1987 and joined Merrill in 1992. Teresa focuses on developing long-term planning relationships tailored to each client's unique needs and promotes a systematic approach to investing aligned with their investment goals. Throughout her career, Teresa has gained extensive experience with equity, option, and bond market strategies, which she applies to client portfolios as appropriate. Her financial knowledge and work ethic were shaped early on while managing a family farming business. Teresa holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma from Vandalia Butler High School as well as an Associate's Degree from Sinclair Community College. Teresa is active in her community as a member of the Tipp City Rotary Club and serves as a CASA volunteer for the Miami County Juvenile Court. She resides in Butler Township and enjoys spending time with her two daughters, Molly and Abby.