Matthew Gordner
Investment adviser representative at Rkl Private Wealth
10 yearsExperience
1 stateRegistered in
$2.5BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Rkl Private WealthMay 2026 to now
- Rkl LLPFeb 2026 to now
- Ernst & Young LLPJan 2024 to Feb 2026
- Rkl LLPJan 2023 to Dec 2023
- Capital Blue CrossOct 2022 to Dec 2022
- Ernst & Young LLPJun 2022 to Aug 2022
- Pathway Financial GroupJun 2021 to Aug 2021
- Messiah UniversityAug 2019 to May 2023
- Garden Spot High School/middle SchoolApr 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Rkl Private Wealth
Legal name: Rkl Wealth Management LLC
$2.5BAssets managed
1,050Clients
29Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8263417
- Firm CRD
- 122693