Financial Advisors in Harrisburg, PA
Our investment planning firm has called Harrisburg, PA home for decades. If you’re looking for conflict-free financial guidance near central PA, our team of fiduciary advisors is ready to help!
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Recognized investment advisors
Top 100 Advisor
CNBC, 2024
America’s Top RIAs
Forbes, 2024
Top RIAs
Financial Advisor Magazine
Harrisburg financial planning FAQs
While our headquarters is in Harrisburg, PA, – we serve people all over Central PA (and the country).
Yes! Conrad Siegel’s investment advisors are 100% full-time fiduciaries.
We’d love to schedule a quick introduction. You can book an intro call with our Harrisburg team here.
Our lead Wealth Consultants are CERTIFIED FINANCIAL PLANNER™ professionals. We currently have multiple team members with a CFP®, ChFC®, or CFA® designation.
The core of our investment philosophy is an academic, research-based, low-cost approach. Find out more on our Approach page.
At a high level, our services can be categorized as:
- Financial Planning
- Investment Management
- Family Office Services
Within these service pillars, we offer a comprehensive lineup of additional services and add-ons carefully designed to help you manage all aspects of your financial life.
Harrisburg roots | Central PA leaders
In addition to Harrisburg, we serve clients in the following surrounding areas:
- Hershey
- York
- Lebanon
- Mechanicsburg
- Camp Hill
- Carlisle
- Lancaster County