A complete list of active advisors currently associated with KLD Wealth Management

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

KLD Wealth Management is a fee‑only registered investment adviser that serves individual and high‑net‑worth clients with discretionary portfolio management, ongoing and project‑based financial planning, tax preparation, and retirement plan consulting. The firm delivers both investment management and planning services to a small client base and facilitates implementation through custodial platforms such as Schwab and Altruist. The firm builds personalized asset allocation plans grounded in modern portfolio theory and fundamental analysis, employing a mix of passive and active strategies, ETFs, mutual funds, and, when appropriate, outside managers or model portfolios accessed via an Altruist model marketplace. Accounts are generally managed on a discretionary basis with quarterly reviews and allow clients to impose reasonable written restrictions on holdings or sectors. Noteworthy aspects include that the firm is led by a single registered principal and chief compliance officer despite having multiple advisory staff, and the principal also owns a separate tax preparation and bookkeeping business, to which roughly 25% of professional time is devoted — a relationship the brochure discloses as a potential conflict of interest and under which certain clients may receive included tax‑preparation services. The firm is recently formed (registered in 2024), manages roughly $8.6 million in AUM for a small roster of clients, and executes trades on an individual basis rather than using aggregated block trading.

To learn more about the advisors currently working at KLD Wealth Management, 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.