Ralph L. Linarelli is President of FamilyWealth Management Group, where he helps individuals, families, physicians, and privately held businesses grow, preserve, and transfer their wealth through comprehensive financial planning. With more than 35 years of financial-services experience, Ralph specializes in business-owner planning, retirement preparation, estate and asset-protection strategies, investment management, insurance, and business succession.
Throughout his career, Ralph has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Chartered Retirement Planning Counselor℠ (CRPC®).
Guided by the firm’s philosophy, “Serve First, Last, and Always,” Ralph takes a proactive, educational approach to advising. He strives to anticipate clients’ needs, simplify complex financial decisions, and give the families and business owners he serves greater confidence in their financial futures.
Ralph’s understanding of business owners is personal. Before beginning his financial-services career, he worked in his family’s furniture business, gaining firsthand insight into entrepreneurship and the challenges of operating a closely held company. He later earned his MBA from Geneva College and served the college for 25 years as an adjunct faculty member in its undergraduate and graduate programs. Ralph is also a longtime member of the Financial Planning Association, an active member of The Resource Group of Osaic FA, and has served his community as president of the Koppel Borough Council.
Service to the military community is especially meaningful to Ralph and his family. His son Matthew is a graduate of West Point and Army Ranger School who serves as a team leader with the U.S. Army’s 10th Special Forces Group and has completed three tours of service. Matthew’s wife also serves in the Army and has completed three tours. Inspired by the service of Ralph’s father, their commitment continues a strong tradition of military service within the family. That close connection gives Ralph a personal appreciation for the commitment and sacrifices made by service members and their families and reinforces his desire to serve the military community with care, respect, and an understanding of its distinct financial needs.
A lifelong Beaver County resident, Ralph lives in Gibsonia with his wife, Betsy. They have three children: Matthew; Leah, a doctor of Naturopathic Medicine; and Drew, an advisor who has joined the family at FamilyWealth. Ralph and Betsy are also proud grandparents of two granddaughters and two grandsons. Away from the office, Ralph enjoys spending time with his family, golfing, reading, exercising, and walking with his wife.
Professional Designations and Certifications
- CFP® — CERTIFIED FINANCIAL PLANNER® professional
- CLU® — Chartered Life Underwriter®
- ChFC® — Chartered Financial Consultant®
- CRPC® — Chartered Retirement Planning Counselor℠
- CBEC® — Certified Business Exit Consultant®
- MBA — Master of Business Administration
Your request has been submitted successfully.
