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Laurie M. Peer


About Laurie

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.


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.


  • B.S. Accounting, Pennsylvania State University

Honors & Awards

  • Lehigh Valley Business 2017 Women of Influence Award
  • Girl Scouts of Eastern PA 2019 Take the Lead Honoree

Professional Activities & Memberships

  • Certified Public Accountant, Pennsylvania
  • Certified Financial Planner (CFP®), Certificate from the Certified Financial Planning Board of Standards
  • Certified Exit Planning Advisor (CEPA), Exit Planning Institute
  • Certified Professional Co-Active Coach (CPCC)
  • Certificate in Facilitation, Georgetown University
  • American Institute of Certified Public Accountants (AICPA), Member
  • Pennsylvania Institute of Certified Public Accountants (PICPA), Member
  • PICPA Investment Committee
  • Berks County Estate Planning Council, Past President and Member
  • United Way of Berks County, Planned Giving Committee and Investment Committee Member
  • Foundation for the Reading Public Museum, Treasurer and Board Member
  • The Power of the Purse Charitable Fund, Original Steering Committee Member
  • Hawk Mountain Council-Boy Scouts of America, Endowment Fund Committee Member


Laurie and her husband, Alan, reside in Alsace Township. She enjoys spending time with her family, boating, reading and giving back through community involvement.