Business Details
Your Trusted Partner for Comprehensive Financial Planning Solutions
For over six decades, we have dedicated ourselves to transforming financial complexity into clarity for our clients. Our firm combines the capabilities of a large financial advisory practice with the personalized care of a boutique firm, ensuring every client receives tailored solutions aligned with their unique goals. Founded on principles of transparency, objectivity, and fee-for-service work, we maintain independence from third-party conflicts while serving both individuals and organizations nationwide. With 100+ credentialed professionals and $10 billion in assets under management, our team delivers expertise in retirement planning, actuarial consulting, investment management, and family office services.We prioritize empathy and human connection over automation, offering direct access to firm owners and customized reporting frameworks. Recognized as a Top 100 Advisor by CNBC (2025) and featured in Forbes' Americas Top RIAs list, our reputation is built on 60+ years of relationship-driven service and a commitment to treating clients as we ourselves would wish to be treated.
Services
Retirement Plans
Investment Management
Financial Planning
Actuarial Consulting
Family Office Services
Healthcare Benefits
Defined Benefit Plans
Cash Balance Plans
ESOP Consulting
Executive Retirement Plans
Highlights and features
- We combine big-firm capabilities with boutique-style personalized service
- Our 100+ credentialed professionals maintain independence from third-party conflicts
- We offer direct access to firm owners for enhanced accountability
- We've maintained a client-focused approach for over 60 years
- We provide customized solutions with national scale and local execution
Associations and certifications
- U.S. Securities and Exchange Commission (SEC)
Services
Retirement Plans
We design and manage comprehensive retirement solutions including 401(k)/DC plans, defined benefit plans, and cash balance plans. Our experts help organizations optimize employee benefits while maintaining compliance with regulatory requirements. With experience serving clients across 25+ states, we provide tailored solutions that balance employer objectives with employee needs.
Investment Management
Our fiduciary investment management services combine strategic asset allocation with personalized portfolio construction. We offer transparent cost structures and objective advice to individuals and institutions. As SEC-registered advisors managing $10 billion in assets, we focus on long-term wealth preservation and growth through diversified investment strategies.
Actuarial Consulting
We provide specialized actuarial services for defined benefit plans, cash balance plans, and workers' compensation valuations. Our credentialed actuaries deliver accurate funding projections and compliance solutions. With 60+ years of experience, we help organizations maintain financial stability while meeting regulatory requirements for pension obligations.
Financial Planning
Our comprehensive financial planning services address retirement readiness, estate planning, and tax optimization strategies. We create personalized roadmaps for individuals and families, emphasizing clarity and actionable steps. Our planners use a one-page retirement plan framework to simplify complex financial decisions and track progress toward long-term goals.
Family Office Services
We offer integrated family office solutions for high-net-worth individuals, combining investment management with multi-generational planning. Our services address estate preservation, tax strategies, and intergenerational wealth transfer. With a focus on personalized service, we help families navigate complex financial matters while maintaining alignment with their values and objectives.
Questions
What services does Conrad Siegel offer?
We provide retirement plan consulting, investment management, actuarial services, financial planning, and family office solutions for both individuals and organizations.
How is Conrad Siegel different from other financial firms?
We combine big-firm capabilities with personalized service, maintaining independence from third-party conflicts while offering direct access to firm owners.
Do you serve clients outside Pennsylvania?
Yes, we work with clients across 25+ states through our offices in Harrisburg and Lancaster, PA, and Naples, FL.
What qualifications do your advisors have?
Our team includes 100+ credentialed professionals with industry-recognized certifications and 60+ years of collective experience.
How do you approach financial planning?
We use a one-page retirement plan framework to simplify complex decisions while maintaining focus on long-term wealth preservation and client goals.
Are you a fiduciary advisor?
Yes, we operate as SEC-registered fiduciaries, always putting client interests first in our investment advisory and consulting services.
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Reviews (2)
Evan Lamb
Jun 19, 2020
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Had a little confusion with an employer 401k and their customer service rep Barb took care of it right away. Super professional and polite.
Vic Ago
May 09, 2016
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Beware of fees. Im in need of some cash so I want to cash my 401k out. They're charging a $60 processing fee and a $10 check fee on top of the penalties. No way this was an investment. BEWARE
