A complete list of active advisors currently associated with KDM Wealth Management Inc.

Warmer can help you find a great advisor at KDM Wealth Management Inc. or one who fits your needs even better.

KDM Wealth Management is a small, fee‑based SEC‑registered advisor that provides discretionary wealth management to individuals, high‑net‑worth clients, trusts, estates and retirement plans. The firm manages roughly $112 million across about 149 client relationships and also offers retirement plan advisory services designed to meet ERISA fiduciary responsibilities. The firm constructs low‑cost, diversified portfolios that rely heavily on index and passive investments while applying fundamental analysis to inform allocations and specific position decisions. KDM generally takes a long‑term approach but may retain legacy holdings for tax or fit reasons, use margin selectively to manage trade timing, and make shorter‑term trades for rebalancing or changing market conditions. Notable features that distinguish KDM from many peers of its size include a compact, multi‑generational advisory team (including staff who advanced from intern to associate roles) and a combined retail and retirement‑plan practice that uses the Guideline platform for plan administration. The firm also coordinates outsourced tax preparation and estate‑planning services (which it may include in client arrangements at its discretion) and accepts proxy‑voting responsibility for client accounts.

To learn more about the advisors currently working at KDM Wealth Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.