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Partners, principals and associates

Lally_Paul Radnor

170 North Radnor-Chester Road
Radnor, PA 19087



Email: plally@wipfli.com

Paul T. Lally


Paul Lally leads Wipfli’s multi-disciplinary team offering services to the wealth and asset management industry. Leveraging more than 30 years of experience, he helps clients navigate the growth and long-term success of their business. As an industry speaker, Paul is known for his lively, on-target delivery of timely topics, practical strategies and thought-provoking insights. He has delivered keynote speeches to thousands of executives from a multitude of companies. Paul has extensive knowledge of wealth and asset management industry trends, the transformations going on within various companies and the realities of operating a privately-owned financial services firm in today’s market.

Areas of Focus

  • Strategic business planning
  • Succession planning
  • Transition planning
  • Buy-side advice
  • Sell-side advice
  • Merger consulting
  • Intercompany transfers/buyout planning


Widener University
  • Bachelor of arts degree

Recent Insights


The risks and rewards of becoming an independent advisor
Feb 27, 2023

How resilient is your wealth and asset management business?
Feb 05, 2023

How wealth and asset managers can build stability in 2023
Jan 09, 2023

Market conditions make succession planning a priority
Jul 18, 2021

Maximize the sales value of your wealth and asset management firm
Jul 12, 2021

Own a wealth and asset management firm and want to secure success? Start here.
Jun 09, 2021

Do you want to manage your firm or grow it?
Jun 09, 2021

How to manage the #1 threat to your M&A: Employees
Jun 09, 2021

Delaying your transition plan only hurts your wealth and asset management firm
Jun 09, 2021

How to crisis-proof your succession plan
Mar 31, 2020

Starting the conversation: 6 succession planning tips for dealership owners
Nov 14, 2019

How to modernize your business transition plan
Oct 09, 2019

In Case of Emergency, Break Glass: Why Every Business Owner Needs a Day-After Plan
Mar 17, 2019

What Is Your Construction Company Worth to Others?
Feb 20, 2019

Succession Planning Starts with Transferability
Sep 14, 2018

The Emotional Roller Coaster Ride of Selling a Business
Aug 02, 2018

Succession Planning Starts With “Success”
Jul 20, 2018

Building Enduring, Transferable Value — An Entrepreneur’s Dream
Jun 22, 2018

Running vs. Growing Your Business
May 08, 2018

Does Your Business Need a Physical?
Apr 25, 2018

How Transition Planning Can Be a GPS for Your Business
Apr 16, 2018

Why Is Succession Such a Dirty Word?
Jan 19, 2018

The Missing Middle: Making Succession Planning Part of Your Business’s Strategy
Jan 10, 2018