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 with two advisors overseeing roughly $8.6 million for a small roster of individual and high-net-worth clients. The firm offers discretionary investment management alongside comprehensive financial planning (both ongoing and project-based), tax preparation services, and retirement plan consulting. The firm’s investment process emphasizes tailored planning and asset-allocation-driven portfolio construction, employing both passive and active strategies and, when appropriate, third‑party managers and model portfolios accessed through custodial platforms. Clients receive ongoing monitoring and discretionary trading authority, and the adviser coordinates custodian reporting rather than providing separate performance statements. Noteworthy for a firm of its size, KLD provides in‑house tax preparation for certain planning and advisory relationships and offers retirement plan consulting that can include ERISA fiduciary services, services less commonly offered by similarly sized advisers. The firm is recently formed and operates with a small team that trades client accounts individually rather than using block trades; it also maintains custodial relationships with institutional platforms to access model marketplaces and support services.

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.