Two investment advisory subsidiaries wholly owned by Reinsel Kuntz Lesher LLP (RKL), are rebranding under the RKL name effective January 1, 2016. Kuntz Lesher Capital LLP, based in Lancaster, and Sterling Financial Advisors LLC, based in Reading, will be conducting business as RKL Wealth Management LLC.
The change is intended to connect in name three organizations that have been strategically and operationally aligned since their beginnings. Coalescing KLC and SFA under the RKL brand will provide greater consistency between the identities of the firm’s various entities, which also include RKL eSolutions and RKL Capital Advisors.
“Uniting these two formerly separate entities under the RKL name will allow us to convey greater branding consistency across the firm’s geographic footprint,” said Edward W. Monborne, CEO of RKL.
RKL Wealth Management will offer a broad range of services including investment management, financial planning, estate planning and qualified retirement plans for businesses. In addition, the firm will continue to deliver a tax-efficient approach to all of their services through collaboration with parent company RKL. There are no management changes as a result of the rebranding.
Founded in 1999, KLC is comprised of nine professionals, including a Certified Financial Planner, a Chartered Financial Analyst and a Certified Public Accountant. In 2015, the firm earned the 73rd spot on CNBC’s “Top 100 Fee-Only Wealth Management Firms.”
Founded in 1999, SFA is also comprised of nine professionals, including three Certified Financial Planners and two Certified Public Accountants.