Hands holding coins and a torn note with the text "Make a Change".

Making Wealth Matter

At KLD Wealth Management, giving back is at the heart of what we do.

Through our KLD Cares initiative, we turn purpose into action—donating 10% of our annual profits to impactful charities and supporting causes our clients care about. With every client we serve and every referral we receive, we deepen our commitment to creating meaningful change.


Together, we’re building a better future—one life, one community at a time.

The KLD Cares Promise

At KLD Wealth Management, we believe true wealth isn't just measured in numbers—it's measured in impact.

That’s why we created the KLD Cares Promise, a cornerstone of our values-driven approach to financial planning and investment management. Through this promise, we commit to donating 10% of our annual profits to charitable organizations that are making a real difference in the world and in our local community.

We’ve carefully selected three charity partners that align with our mission of care, justice, and opportunity:

  • World Central Kitchen, delivering meals in the wake of disasters and helping communities rebuild with dignity.

  • Equal Justice Initiative, fighting for fairness and legal representation for the wrongly incarcerated and marginalized.

  • Dayton Children’s Hospital, providing hope, healing, and high-quality medical care to children in our region.

This promise is more than just a donation—it's a reflection of our belief that financial success should go hand in hand with social responsibility. Every time you partner with KLD Wealth, you become part of this mission. You’re not just planning for your future; you’re helping create a better one for others.

We don’t give because we have to. We give because we believe it’s the right thing to do.

This is our promise. This is KLD Cares.

The KLD Cares Referral Initiative

At KLD Wealth Management, our mission is rooted in relationships. We know that trust is earned, and referrals are one of the greatest compliments we can receive.

The KLD Cares Referral Initiative was created to honor that trust—and to turn your referrals into something even more meaningful.

Here’s how it works:


For every successful referral that becomes a client, we’ll make a $100 donation to one of our KLD Cares charity partners—World Central Kitchen, the Equal Justice Initiative, or Dayton Children’s Hospital.

There’s no limit to how many times you can participate. Whether you refer one person or ten, each successful connection means more support for causes that change lives.

Why It Matters

Your referrals do more than grow our business—they expand our collective impact. With each introduction, you're helping your friends and family take steps toward greater financial clarity and helping others through our charitable giving.

It’s a simple idea:


✨ You connect someone you care about with a financial partner you trust.
❤️ We say thank you with a donation that gives back to the community.

Who Can You Refer?

Anyone you believe could benefit from values-based financial planning:

  • Friends seeking a fresh financial perspective

  • Family members entering a new life stage

  • Colleagues ready to get serious about retirement or investing

  • Fellow Gen Xers or Millennials juggling careers, kids, and future goals

How to Get Started

Sharing is easy. Just send us a quick message with your referral’s name and contact info—or introduce us via email. We’ll take it from there with care and professionalism.

Interested
in Working Together?

Get started in 3 easy steps

  • Our initial meeting is all about you, your goals, and your questions, so that we can determine if we are potentially a good fit.

  • We will create a personalized, high-level overview for you so that you can get a feel for our advice. Whether we work together or part as friends, this overview will be yours.

  • We review your planning overview and discuss how you can start focusing on your ideal retirement lifestyle and worry less about your finances. This is a NO PRESSURE meeting. No sales pitch, no commitments.

  • During your strategy session we will complete your planning overview including opportunities to achieve your goals and dreams. We will not ask you to decide then and there. In fact, we actually want you to sleep on it!

    We schedule a quick meeting for the next day to see if you have any questions and see if you want to get started with us.

    Either way, the plan is yours. No strings attached.