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Content
- 100% Fiduciaries
- *Nationally Recognized
- Transparent Cost Structure
- Reputation (60 year history
- & $9 billion managed)
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Content
- 100% Fiduciaries
- *Nationally Recognized
- Transparent Cost Structure
- Reputation (60 year history
- & $9 billion managed)
Heading
Content
- 100% Fiduciaries
- *Nationally Recognized
- Transparent Cost Structure
- Reputation (60 year history
- & $9 billion managed)
Heading
Content
- 100% Fiduciaries
- *Nationally Recognized
- Transparent Cost Structure
- Reputation (60 year history
- & $9 billion managed)
Heading
Content
- 100% Fiduciaries
- *Nationally Recognized
- Transparent Cost Structure
- Reputation (60 year history
- & $9 billion managed)
Heading
Content
- 100% Fiduciaries
- *Nationally Recognized
- Transparent Cost Structure
- Reputation (60 year history
- & $9 billion managed)
Heading
Content
- 100% Fiduciaries
- *Nationally Recognized
- Transparent Cost Structure
- Reputation (60 year history
- & $9 billion managed)
Heading
Content
- 100% Fiduciaries
- *Nationally Recognized
- Transparent Cost Structure
- Reputation (60 year history
- & $9 billion managed)
Don’t take our word for it.
Take us for a test drive
Choosing a personal wealth management partner is a big decision. Instead of telling you about our value, we prefer to show you.
Try our one-page retirement plan for a quick snapshot of your progress and simple recommendations to stay on track.
We’ve grown through a revolutionary idea: Treating you how we’d want to be treated
That may sound obvious. But we’ve found empathy isn’t common in financial services. We approach each relationship, portfolio, and plan with care and compassion.
More simply – we built the firm we’d want to hire.
Don’t take our word for it. Take us for a test drive
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Actuarial Analyst
We design and maintain custom-defined contribution plans that save HR & Finance teams time while giving employees the tools to reach their retirement goals.
Client Relationship
Specialist
Actuarial consulting designed to help you build a great retirement plan for your employees while minimizing fiduciary risk.
Client Services Associate
Sponsoring an ESOP doesn’t have to be complicated. We’ll serve as a full-service partner to provide administrative and investment support to all ESOP plans.
Actuarial Analyst
We design and maintain custom-defined contribution plans that save HR & Finance teams time while giving employees the tools to reach their retirement goals.
Client Relationship
Specialist
Actuarial consulting designed to help you build a great retirement plan for your employees while minimizing fiduciary risk.
Client Services Associate
Sponsoring an ESOP doesn’t have to be complicated. We’ll serve as a full-service partner to provide administrative and investment support to all ESOP plans.
Investment
Management
Financial Planning
Family Office Services
Investment
Management
Financial Planning
Family Office Services
Our History
Our story — and our namesake — is the story of Conrad M. Siegel who started our firm in Harrisburg, PA. “Connie” built the organization on the principles of fee-for-service work with no hidden costs, objective advice, and transparency throughout — not because it’s required, but because it’s the right thing to do.
We’ve grown in the ways we think, work, and communicate.
As our firm has experienced tremendous growth, we’ve stayed true to our founding principles while working together with our clients to do great things.
Contact Form
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Harrisburg financial advising team
Yes! Conrad Siegel’s financial investment advisors are 100% full-time fiduciaries.
Yes! Conrad Siegel’s financial investment advisors are 100% full-time fiduciaries.Yes! Conrad Siegel’s financial investment advisors are 100% full-time fiduciaries.Yes! Conrad Siegel’s financial investment advisors are 100% full-time fiduciaries.Yes! Conrad Siegel’s financial investment advisors are 100% full-time fiduciaries.Yes! Conrad Siegel’s financial investment advisors are 100% full-time fiduciaries.Yes! Conrad Siegel’s financial investment advisors are 100% full-time fiduciaries.Yes! Conrad Siegel’s financial investment advisors are 100% full-time fiduciaries.Yes! Conrad Siegel’s financial investment advisors are 100% full-time fiduciaries.
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Public sector pension plan services:
- Plan Document Services
- Funding and GASB
- Actuarial Valuations
- Plan Design and Projections
- Signature-Ready Government Filings
- Employee Benefit Statements & Communications
- Retirement Calculations & Estimates
- Total Retirement Outsourcing- web, hotline, and email access
- Support During Contract Negotiations and State Audits
- Arbitration Testimony
- Implementation of Defined Contribution Plans
“You are a breath of fresh air and a much better communicator than any actuary I have ever dealt with in my 15 year township manager career.”
– Aaron Bibro | Hatfield Township Manager