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From a Roast Beef Sandwich to a Blue-Collar RIA with David Wiedmeyer | Financial Planner Search
In this episode of Financial Planner Search, David Wiedmeyer, founder of KLD Wealth and a CFP based in Lebanon, Ohio, shares how a five-dollar Arby's deal shaped his entire career. After his dad — an over-the-road trucker — was in an accident and money got tight, his mom brought home five roast beef sandwiches and doled them out among three kids. The feeling of trying to give one back to her, and her refusing, became the moment he decided no one's kids should ever feel that way again — and it's the engine behind a fee-only RIA built for people the big wirehouses tend to ignore.
David gets…
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