KDI Wealth Management

KDI Wealth Management is a Financial Planner in Payson, AZ. The firm helps individuals, families, and businesses navigate complex financial landscapes through collaborative planning and investment management. Services include retirement income planning, investment management, estate and legacy planning, tax planning, college planning, cash flow management, and business retirement solutions. The team emphasizes a peer-to-peer advising model that fosters knowledge sharing and growth, aiming to make wealth management feel effortless. They focus on sustainable financial planning that supports work-life balance, asserting that success is defined by a portfolio that fits the client rather than just performance metrics. The firm also offers liquidity and exit planning for business owners, helping to prepare for transitions and secure business value.

The firm’s approach centers on the belief that wealth encompasses more than a dollar amount, including lifestyle, relationships, and health. They seek to simplify complex financial terms and investment options, providing honest advice to help clients understand their options. The team facilitates collaboration between all stakeholders, integrating personal, wealth, and business strategies to create a shared vision. They aim to clarify decisions and support efficient, great decision-making, mapping out effective plans alongside solid financial roadmaps. The practice works with vetted solutions to ensure that complexity does not equate to effort, viewing wealth as an avenue for ease and freedom.

The team includes Kevin Dick, CEO and Managing Director; Carrie Dick, President and Managing Director; Shane Keith, Executive Partner and Vice President; and Dylan Justice, Executive Partner and Financial Advisor. Advisors such as Heidi Oakley, Diane Greer, Ryan Fanizza, and Erin Litchfield provide specialized support, while operations are managed by leads including Kaylee DeOcampo and Cindy Boyes. For investment management, the firm accesses resources through Kestra Investment Management LLC, an affiliate of Kestra Holdings, to provide strategic asset allocation and personalized portfolio construction. The investment team is led by Kara Murphy, President and Chief Investment Officer, with support from portfolio managers and analysts who provide timely economic insights and sophisticated analysis.

KDI Wealth Management holds a perfect 5.00 rating based on customer reviews, reflecting the positive reception of their collaborative and client-centered approach. This high standing among local clients underscores their reputation for delivering tailored financial guidance that prioritizes the client’s overall well-being and long-term goals.

KDI Wealth Management combines its high client satisfaction with comprehensive financial planning services to support the residents and business owners of Payson, AZ.

KDI Wealth Management is located on AZ-260 in Payson, AZ, about a tenth of a mile from the Payson-Show Low Highway. The office is also situated near the Payson Campground & RV Resort, which is approximately 0.4 miles away.

BizScoreAI awards KDI Wealth Management a Technical score of 85 out of 100, which ensures the website is secure and easily readable by search engines. The firm achieves a Discoverability score of 75 out of 100, allowing AI crawlers to access every page so the business can be recommended by AI assistants. Additionally, the business ranks number 2 of 3 Financial Planner businesses that BizScoreAI has scored in Payson.