A Family-First Wealth Management Firm

Schedule A Consultation
Have you ever wondered...

• Am I on track to retire when I want and live the retirement lifestyle I envision?

 • Am I saving sufficiently for retirement?

• Should I be investing or is my current investment approach aligned with my financial goals?

Learn more about KDM, what makes us unique and how we can help you feel confident in your financial future.
A Modern Approach to Retirement Planning

The financial landscape has evolved significantly over the past 25 years. Retirement today looks very different from what previous generations experienced. People are living longer, staying more active and, as a result, spending more years in retirement.  Effective savings strategies and retirement planning must reflect these realities. Traditional pensions are becoming increasingly rare, replaced by employer-sponsored plans such as 401(k)s and 403(b)s, where individuals play a far greater role in shaping their financial future.

This shift leaves investors with two primary paths: develop the expertise to manage their own retirement portfolio or partner with a trusted financial advisor who can develop a comprehensive plan, oversee the portfolio and help ensure progress toward their goals.

At KDM Wealth Management, we are committed to helping our clients feel secure in their financial lives and confident about their future. If you are ready to take the next step, we would welcome the opportunity to schedule a conversation and discuss how we can support you in achieving your financial goals.
Schedule AN INTRO CALL
Meet Our Clients
Interested in understanding what a partnership with us could look like? The following examples demonstrate how we might serve three hypothetical clients.
The Morels

Married for three years, Tom and Sarah Morel are preparing to start a family. With Tom employed at a growing startup and Sarah at a marketing firm, they have established strong saving habits and are now looking for help with creating a financial plan to stay on track as they welcome their first child.

Read More
The Larkins

After 25 years of marriage, the Larkins are entering a new phase as their oldest son begins exploring college options. They’re looking for help to ensure their education savings strategy aligns with their goal of supporting their children’s education while maintaining progress toward a secure retirement.
‍

Read More
The Audens

Laura is in the process of a divorce and expects to retain primary custody of her two children. She seeks to ensure that her post-divorce financial position provides sufficient resources to meet her and her children’s ongoing needs.

‍

Read More
Jeff Martin,
CIMA®
Dave
Schlesselman
Sue
Heise
Our Team
Our experienced team of professionals is committed to working closely with you to design and implement a customized financial plan tailored to your individual goals.
Jeff Martin,
CIMA®
Max Martin,
CFP®
Lauren
Schneeberger
Dave
Schlesselman
Sue
Heise
Jeff Martin,
CIMA®
Dave
Schlesselman
Sue
Heise
meet our team
Blog
Read our team's thoughts and insights about current trends as they relate to our investment philosophy.

Markets Don’t Wait for Official Announcements

June 13, 2023

Recoveries Reward Patience

June 27, 2022

Are We Headed for a Recession?

June 22, 2022

Markets Don’t Wait for Official Announcements

June 13, 2023

Recoveries Reward Patience

June 27, 2022

Are We Headed for a Recession?

June 22, 2022

See More

Interested in learning how our team can help you achieve your financial goals?

SCHEDULE A CONSULTATION