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Investment ManagementPennsylvania, United States11-50 Employees
RKL Wealth Management is an investment advisory firm based in Lancaster, Pennsylvania, serving clients in Central and Eastern Pennsylvania. The firm offers a broad suite of financial planning and investment management services to individuals, business owners, and families, with the aim of helping them pursue their personal goals. As a subsidiary of RKL LLP, it operates as a mid-sized firm that emphasizes sophisticated wealth planning and asset management aligned with client objectives. The company is positioned within the investment management industry and is described as nationally leading in its regional footprint. In 2021, it expanded its leadership team with the appointment of Julie Englert as Director of Operations and Compliance, signaling ongoing governance and operational development.