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KLD Wealth ManagementFinancial advisor in Lebanon, OH

KLD Wealth Management is a financial advisor at 706 Deerfield Rd, Lebanon, OH 45036, ranked #13 of 229 financial advisors in Lebanon and rated 5.0 from 5 Google reviews. Open Monday and Tuesday and Thursday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lebanon, OHUpdated 0 paid placements in any rankingHow we rank

Call (937) 404-5180Website ↗

Key facts

Key facts about KLD Wealth Management
Address706 Deerfield Rd, Lebanon, OH 45036Get directions
Phone(937) 404-5180
Websitekldwealth.com
HoursMonday and Tuesday: 9 AM – 7 PM; Thursday and Friday: 9 AM – 7 PM; Saturday: 12 PM – 4 PM
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Lebanon and 11 towns within 25 miles: Mason, Monroe, Springboro, Franklin, Loveland, Middletown, Goshen, Trenton, Centerville, Sharonville and Montgomery.

Based in Lebanon, OHView on map

Opening hours

Opening hours for KLD Wealth Management
DayHours
Monday9 AM – 7 PMevening
Tuesday9 AM – 7 PMevening
WednesdayClosed
Thursday9 AM – 7 PMevening
Friday9 AM – 7 PMevening
Saturday12 PM – 4 PM
SundayClosed
  • Open evenings (after 6 PM)
  • Open Saturdays
  • Open Sundays — no

Questions about KLD Wealth Management

How is KLD Wealth Management ranked in Lebanon?

KLD Wealth Management is ranked #13 of 229 financial advisors in Lebanon by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are KLD Wealth Management’s hours?

KLD Wealth Management is open Monday and Tuesday and Thursday to Saturday. Its listed hours are Monday and Tuesday, 9 AM – 7 PM; Thursday and Friday, 9 AM – 7 PM; Saturday, 12 PM – 4 PM. On Saturdays it is open 12 PM to 4 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does KLD Wealth Management serve?

Serves Lebanon and 11 towns within 25 miles: Mason, Monroe, Springboro, Franklin, Loveland, Middletown, Goshen, Trenton, Centerville, Sharonville and Montgomery. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about KLD Wealth Management?

KLD Wealth Management has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact KLD Wealth Management?

Call KLD Wealth Management on (937) 404-5180. The business is at 706 Deerfield Rd, Lebanon, OH 45036. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

KLD Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
KLD Wealth Management (this business)—675.0 (5)YesNo
WealthWise Financial Group. LLC#11685.0 (57)NoNo16.2 mi
Horter Investment Management, LLC#12674.8 (36)NoNo11.4 mi
Sorum Financial Services#14675.0 (5)NoNo3.2 mi

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