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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

Minus sign iconPlus sign icon
  • United States Of America
    6

Self-employed's Leadership

  • Chief Compliance Officer at Self-employed
    S. C.
    Chief Compliance Officer
    Mobile Phone
  • Director Of Retirement Plan Services at Self-employed
    D. L.
    Director Of Retirement Plan Services
    Mobile Phone
  • Senior Financial Planner at Self-employed
    C. Z.
    Senior Financial Planner
    Mobile Phone
  • Wealth Advisor at Self-employed
    L. G.
    Wealth Advisor
    Mobile Phone
  • Administrative Assistant at Self-employed
    M. T.
    Administrative Assistant
    Mobile Phone
  • Operations Specialist at Self-employed
    J. H.
    Operations Specialist
    Mobile Phone

Self-employed Employee Metrics

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

Contact profiles from Self-employed

Name
Title
Contact
Location
Last Update
  • Chief Compliance Officer at Self-employed
    S. C.
    Chief Compliance Officer
    Mobile Phone
    United States, Pennsylvania
    Apr 25, 2025
  • Director Of Retirement Plan Services at Self-employed
    D. L.
    Director Of Retirement Plan Services
    Mobile Phone
    United States, Pennsylvania
    Jun 08, 2026
  • Senior Financial Planner at Self-employed
    C. Z.
    Senior Financial Planner
    Mobile Phone
    United States, Pennsylvania
    Oct 17, 2024
  • Wealth Advisor at Self-employed
    L. G.
    Wealth Advisor
    Mobile Phone
    United States, Pennsylvania
    Sep 16, 2024
  • Administrative Assistant at Self-employed
    M. T.
    Administrative Assistant
    Mobile Phone
    United States, Minnesota
    Oct 23, 2024
  • Operations Specialist at Self-employed
    J. H.
    Operations Specialist
    Mobile Phone
    United States, Pennsylvania
    Oct 21, 2025

Frequently Asked Questions

What is Self-employed known for?

Minus sign iconPlus sign iconSelf-employed operates in the Investment Management industry. You can contact Self-employed's main corporate office by phone at
+1-717-399-****
. Explore Self-employed's company overview page for more information.

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

Minus sign iconPlus sign iconSelf-employed employees' email format typically follows the pattern of FLast@rklwealth.com. 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?

Minus sign iconPlus sign iconSelf-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?

Minus sign iconPlus sign icon

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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