Kelda Wealth Management LLC
Kelda Wealth Management is an independent, fee-only financial planning and investment management firm dedicated to helping individuals and families make thoughtful financial decisions. The firm provides personalized advice across retirement planning, investment management, and broader financial strategy.
At Kelda, financial planning is built around each client’s unique goals, values, and circumstances. The firm focuses on providing clear, practical guidance and maintaining long-term relationships built on trust, transparency, and accountability.
As an independent firm, Kelda Wealth Management is able to offer objective advice without the constraints of large institutions, allowing recommendations to remain fully aligned with client interests.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.

