Data as of Jul 25, 2026 · Based on 2,718,867 AI responses across 9,511 prompts · See how Parse measures this
KLD Wealth Managementkldwealth.com · Low evidenceKLD Wealth Management provides fiduciary, fee-only financial planning and investment management for Millennials and Gen X couples in Dayton, Cincinnati, and Lebanon, helping clients achieve financial independence and retire with a plan that reflects their values. Services include investment reviews, tax analysis, estate planning, retirement planning, goal monitoring, and a user-friendly online portal for organized, ongoing guidance. The firm emphasizes transparent pricing, no commissions, CFP professional leadership, and tailored, proactive strategies designed to simplify complex financial decisions.
Parse Score