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Self-employed Employee Directory

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.

Find Self-employed employees' phone numbers or email addresses

Self-employed Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Self-employed's Leadership

  • Stylized image of a person
    S. C.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    D. L.
    Director Of Retirement Plan Services
    Phone icon
  • Stylized image of a person
    C. Z.
    Senior Financial Planner
    Phone icon
  • Stylized image of a person
    L. G.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    M. T.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    J. H.
    Operations Specialist
    Phone icon

Self-employed Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Banking
  • Legal
  • Accounting
  • Administrative
  • Other

Contact profiles from Self-employed

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. C.
    Chief Compliance Officer
    Phone icon
    United StatesPennsylvania
    Apr 25, 2025
  • Stylized image of a person
    D. L.
    Director Of Retirement Plan Services
    Phone icon
    United StatesPennsylvania
    Jun 08, 2026
  • Stylized image of a person
    C. Z.
    Senior Financial Planner
    Phone icon
    United StatesPennsylvania
    Oct 17, 2024
  • Stylized image of a person
    L. G.
    Wealth Advisor
    Phone icon
    United StatesPennsylvania
    Sep 16, 2024
  • Stylized image of a person
    M. T.
    Administrative Assistant
    Phone icon
    United StatesMinnesota
    Oct 23, 2024
  • Stylized image of a person
    J. H.
    Operations Specialist
    Phone icon
    United StatesPennsylvania
    Oct 21, 2025

Frequently Asked Questions

What is Self-employed known for?

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Self-employed operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Self-employed's company overview page for more information.

What is Self-employed's most common email format?

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Self-employed employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Self-employed email formats with LeadIQ.

How many employees does Self-employed have currently?

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Self-employed has approximately 33 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Self-employed's key employees and leadership?

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As of July 2026, Self-employed's key employees include:

  • Chief Compliance Officer: S. C.
  • Director Of Retirement Plan Services: D. L.
  • Senior Financial Planner: C. Z.
  • Wealth Advisor: L. G.
  • Administrative Assistant: M. T.

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