Harold Beshaw

Senior Wealth Advisor

Harold serves as Senior Wealth Advisor for RKL Wealth Management, and is responsible for creating and implementing customized financial plans for clients and their families. Focusing on delivering highly personalized financial, estate and legacy planning advice to high net worth clients and families. He specializes in helping clients identify and prioritize their goals for retirement, educational funding and estate planning. Harold works closely with the firm’s investment team to advise clients on their investment plans.

Harold joined RKL Wealth Management in 2022, bringing over 25 years of experience in banking, financial services and wealth advisory. He has worked as a financial advisor since 1996 in private practice, as a bank investment advisor and as a Director of Wealth Management.

  • B.S. in Finance and Accounting, Cedarville University
  • Certified Financial Planner (CFP®) Certification Curriculum, 2005
  • Chartered Advisor for Senior Living (CASL®), The American College, 2008
  • Chartered Financial Consultant (ChFC®), The American College, 2013
  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Advisor for Senior Living (CASL®)
  • Certified Financial Planner (CFP®), Certificate from the Certified Financial Planning Board of Standards
  • Chambersburg Rotary, Member
  • Cumberland County Estate Planning Council
  • Harrisburg Young Professionals, Former Member
  • Leadership Lancaster, Class of 2001
  • Lancaster Young Professionals, Former Member

Harold resides in Carlisle with his daughter. He enjoys staying active, traveling, playing golf and participating in his daughter's school activities.