# RKL Wealth Management

RKL Wealth Management is a Bank / Wealth / Trust based in Lancaster, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lancaster, United States
- **Region:** North America
- **Address:** Lancaster, PA, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** rklcpa.com
- **LinkedIn:** https://www.linkedin.com/company/rklllp

## Regulatory record

- **Reports private funds:** No

## About

RKL Wealth Management launched in 1999 as a subsidiary of RKL LLP, a Lancaster-headquartered CPA and business consulting firm. The entity operates as a registered investment adviser, led by Partner/President Laurie Peer alongside President-Elect David Morais and Partner/CIO Brandon Adams. The firm's wealth-origin base is not publicly disclosed, but its client mix spans individuals, high-net-worth families, and organizations across Pennsylvania and the broader Mid-Atlantic. Strategy rests on the parent firm's multidisciplinary platform. RKL Wealth Management delivers portfolio management, financial planning, and retirement plan services, drawing on in-house expertise that ranges from a dedicated trading desk led by Senior Trader Michael Hinerdeer to a Family Office Practice under Managing Director William Onorato. Asset-class exposure spans public equities, fixed income, and alternatives, with internal staffing that includes CFA and CAIA charterholders. The firm executes direct portfolio construction and manager selection rather than operating as a fund-of-funds, though it does not disclose specific underlying holdings. Geographic focus concentrates on Pennsylvania's urban corridor, with the team serving clients from offices in Lancaster, York, Reading, Harrisburg, Mechanicsburg, Exton, Allentown, and Chambersburg. Team scale and adjacent vehicles flow through the parent company's 300-plus professionals rather than a standalone wealth management headcount. RKL LLP offers assurance, tax, advisory, and IT solutions alongside private wealth, creating a bundled-service model where clients can access retirement plan design, estate strategy, and investment management under one roof. The Family Office Practice, added as a distinct unit, extends capabilities into wealth strategy and multigenerational planning. No philanthropic foundation or club membership structures are publicly disclosed. RKL Wealth Management's structural differentiator is its origin as a captive investment adviser inside a regional accounting firm — a setup that ties asset management revenue directly to the tax and advisory relationships of the parent partnership rather than to a standalone asset-gathering model.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## Offices

- York, PA
- Reading, PA
- Harrisburg, PA
- Mechanicsburg, PA
- Exton, PA
- Allentown, PA
- Chambersburg, PA

## People

- Laurie M. Peer — Partner/President
- David M. Morais — Partner/President-Elect
- Thomas D. Reardon — Partner, Wealth Advisory
- Brandon K. Adams — Partner/Chief Investment Officer
- Julie Englert — Chief Compliance Officer and Managing Director, Operations
- William M. Onorato — Family Office Practice Leader and Managing Director, Wealth Strategy

## Questions

### How is RKL Wealth Management structured relative to the accounting firm RKL LLP?

RKL Wealth Management LLC is a wholly owned subsidiary of RKL LLP, the professional services firm. The wealth management entity is a registered investment adviser, while RKL LLP provides unrelated assurance, tax, advisory, and IT services. This structure allows shared leadership and cross-referral between the accounting and wealth management practices.

### Does RKL Wealth Management manage proprietary investment funds?

The firm does not publicly market proprietary fund vehicles. Its investment advisory services center on individual portfolio management and manager selection. Portfolio managers on the team include charterholders Emily Detz (CFA, CAIA) and Brandon Adams (CFA, CAIA), operating through a centralized trading desk.

### What geographic regions does RKL Wealth Management serve?

The firm operates through RKL LLP's Pennsylvania office network, which includes Lancaster (headquarters), York, Reading, Harrisburg, Mechanicsburg, Exton, Allentown, and Chambersburg. Client service extends across the Mid-Atlantic region through these eight physical locations.

### What is the leadership succession plan at RKL Wealth Management?

David M. Morais holds the title of Partner/President-Elect alongside President Laurie Peer, signaling a planned leadership transition. Both are named partners within the wealth management subsidiary, with Morais positioned as the incoming president.

## Related profiles

- [RKG Asset Management](https://altss.com/profile/rkg-asset-management)
- [RLG Capital](https://altss.com/profile/rlg-capital)

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Last updated: 2026-08-11T02:43:31.692Z

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