LANCASTER, PA (April 22, 2026) — RKL Private Wealth announced key executive leadership position transitions planned for 2026. The nationally recognized financial planning and investment advisory firm has named David Morais to the top executive position, succeeding Laurie Peer as president, effective September 1, 2026. RKL Private Wealth will continue to operate under Peer’s leadership until that time.
As part of the leadership transition, Tom Reardon will assume the role of executive vice president, also in September. This transition is the result of long-term strategic planning to position RKL Private Wealth for continued growth and client service excellence.
“The future of RKL Private Wealth is bright under David and Tom’s leadership. They both have been instrumental in our exceptional growth story, and the trust that they’ve earned with our clients and team members alike creates a strong foundation for continued excellence,” said Peer.
In its 27 years, RKL Private Wealth has grown to be a full-service wealth management firm employing 37 people. With $2.5 billion in Assets Under Management as of December 31, 2025, the fully owned subsidiary of RKL LLP focuses on comprehensive financial, estate and legacy planning along with investment management, business succession, tax compliance and planning, and other integrated services for individuals and families with sophisticated wealth management needs.
Morais joined RKL Private Wealth in 2018, bringing nearly two decades of experience in banking, financial services and wealth advisory. Morais specializes in financial, estate and legacy planning for high-net-worth and ultra-high-net-worth clients. As President, Morais will continue to drive client-centered solutions and propel the firm’s Private Wealth strategy.
Reardon has served RKL Private Wealth for 18 years. He specializes in creating sophisticated financial plans for business owners, executives and families with complex needs. As Executive Vice President, Reardon will leverage this experience to further advance RKL Private Wealth’s client service and operational excellence.
Peer joined the firm in 1992 and ascended to the position of Partner in the firm’s Tax Service Group. She went on to be named President of RKL Wealth Management in 2018, and in 2022, launched the RKL Private Wealth brand, a continuum of tax, wealth and advisory solutions to grow, protect and transfer wealth. Under her leadership, the firm has grown to manage over $2.5 billion in assets and was named a top 40 firm by AUM in the nation by Accounting Today*. Peer will retire in December 2026 after 34 years with RKL.
ABOUT RKL
RKL LLP is a leading advisory firm with offices located in Pennsylvania and beyond. We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that help organizations and individuals navigate everyday complexities and get to the next level, however they define it. Learn more at rklcpa.com.
DISCLAIMER
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
*RKL Wealth Management LLC received this ranking in June 2025 based on its assets under management (AUM) as of April 2025. The ranking was given by Accounting Today.
