Though Laurie Peer’s career as a public accountant and financial planning professional revolves around numbers, she chooses to focus on the meaning behind the money. As Partner/President, Laurie blends her 25 years of individual tax and financial planning experience with an intuitive approach to client engagement. As a certified facilitator, Laurie is passionate about helping others find success in meeting their financial and life goals.
After beginning her career as a tax accountant with a “Big Four” firm, Laurie joined RKL and seized the opportunity to help launch its investment advisory subsidiary. From developing services, outlining investment philosophy and growing its client base, Laurie was instrumental in building RKL Wealth Management into to the dynamic firm it is today.
In November 2022, Laurie realized a long-time personal and professional vision with the launch of RKL Private Wealth, a continuum of wealth management, tax and advisory solutions to grow, protect and transfer wealth. Laurie led the development of this unified approach to personal financial and legacy planning tailored for high-net-worth families and business owners.
Laurie’s clients rely on her facilitation and coaching skills to help them navigate all the financial complexities and personal dynamics that come with significant, generational wealth. As leader of the firm’s team of wealth advisors, she relies on encouragement and compassion to help them maximize their professional potential.
Though Laurie Peer’s career as a public accountant and financial planning professional revolves around numbers, she chooses to focus on the meaning behind the money. As Partner/President, Laurie blends her 25 years of individual tax and financial planning experience with an intuitive approach to client engagement. As a certified facilitator, Laurie is passionate about helping others find success in meeting their financial and life goals.
After beginning her career as a tax accountant with a “Big Four” firm, Laurie joined RKL and seized the opportunity to help launch its investment advisory subsidiary. From developing services, outlining investment philosophy and growing its client base, Laurie was instrumental in building RKL Wealth Management into to the dynamic firm it is today.
In November 2022, Laurie realized a long-time personal and professional vision with the launch of RKL Private Wealth, a continuum of wealth management, tax and advisory solutions to grow, protect and transfer wealth. Laurie led the development of this unified approach to personal financial and legacy planning tailored for high-net-worth families and business owners.
Laurie’s clients rely on her facilitation and coaching skills to help them navigate all the financial complexities and personal dynamics that come with significant, generational wealth. As leader of the firm’s team of wealth advisors, she relies on encouragement and compassion to help them maximize their professional potential.
