KDM Wealth Management Inc.

Maxwell Martin is a financial advisor at KDM Wealth Management Inc. in Geneva, IL, holding a Series 65 designation with two years of industry experience. He previously worked at KDM Investment Management, Inc. from 2019 to 2023 and was a full-time student for ten years prior. KDM Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with customized wealth management and discretionary portfolio management. The firm emphasizes low-cost, diversified portfolios with a long-term orientation, combining index and passive investments with fundamental analysis, and offers additional services such as retirement-plan advisory, proxy voting, and outsourced tax and estate-planning assistance.

David Schlesselman is a financial advisor at KDM Wealth Management Inc. in Geneva, IL, holding a Series 65 designation with eight years of industry experience. He is part of a three-advisor team at KDM Wealth Management. KDM Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with customized wealth management and discretionary portfolio management. The firm emphasizes low-cost, diversified portfolios using index and passive investments combined with fundamental analysis and strategic allocations.

Jeffrey Martin is a financial advisor at KDM Wealth Management Inc. in Geneva, IL, holding a Series 65 designation with 20 years of industry experience. He has worked with Hieser Webb Capital Management since 2008 and Webb Financial Advisors since 2005. KDM Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans, offering customized wealth management and discretionary portfolio management. The firm emphasizes low-cost, diversified portfolios using index and passive investments combined with fundamental analysis, and provides additional services such as retirement-plan advisory, proxy-voting, and outsourced tax-preparation and estate-planning support.