Conrad Siegel — Big firm capabilities, small firm feel
Conrad Siegel has been around for over 60 years. During that time, our industry has changed. With widespread M&A activity, massive firms churn out work like factories, while smaller ones struggle with limited resources.
Enter Conrad Siegel. We’re different – big enough to offer world-class service, yet agile enough to respond at a rapid pace.
What we do
We were founded over 60 years ago with a focus on actuarial consulting. While we continue to be a leader in this space, we’ve expanded to serve our clients in new ways, continuing to exceed expectations along the way.
Services for:
Individuals
& Families
Investment management | Financial planning
Family office services
How we do it
There aren’t many firms like us. Completely independent and a team of experts with the industry’s top credentials. All working together for the good of those we work with.
Independent
Free from 3rd party conflicts (surprisingly unique in our industry).
Credentialed
100+ team members with some of the industry’s top credentials.
Seasoned
60+ years of service
Flexible & Fast
Our size & technology allow us to customize and tailor your services at a rapid rate.
Exploring our growth
How have we grown over the last 60+ years?
We’ve historically earned the trust of new clients by doing good work. We’ve had the pleasure of working with some amazing clients over the years who continuously refer Conrad Siegel.
Interested in becoming a new client? Message our team to get started!
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.
Since then, our firm has experienced tremendous growth in the ways we think, work, and communicate. And through it all, we’ve stayed true to our founding principles of honesty and trust to help our clients achieve great things.
How can we help? Message our team to get started!
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