Firm News

Conrad Siegel Among Nation’s Top DC Advisor Teams in 2022

Conrad Siegel was named to the National Association of Plan Advisors’ (NAPA’s) list of the nation’s top defined contribution (DC) Advisor Teams on March 17th, 2023. Conrad Siegel’s DC operations are based out of its headquarters in Harrisburg, PA. The firm made the list because of the $6+ billion in assets that it manages (as…
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Forbes Names Conrad Siegel One of America’s Top RIA Firms

Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to Forbes inaugural list of Top RIA Firms in America. The list was developed by Forbes and SHOOK Research using an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person interviews, and quantitative data. The list…
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Conrad Siegel Named to 2022 CNBC FA 100

National list recognizes advisory firms that best help clients navigate their financial lives. Harrisburg, PA – October 5, 2022 – Conrad Siegel, delivering comprehensive investment and wealth management consulting services, has been named to the CNBC FA 100, which ranks the top 100 financial advisory firms across the country. The CNBC FA 100 recognizes firms…
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Conrad Siegel Makes List of Top RIA Firms Nationwide

Investment Advisory Firm Ranks in Top 100 on National List for Assets Under Management Harrisburg, PA – August 2022 – Conrad Siegel has been named to Financial Advisor Magazine’s list of Top Registered Investment Advisor (RIA) Firms. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end. Of…
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Conrad Siegel & The Actuarial Foundation Launch Free Local Math Tutoring Initiative

February 2022 – Conrad Siegel announced this month that it is partnering with The Actuarial Foundation in a joint initiative to bring the national Math Motivators Tutoring Program to Harrisburg- based schools. This new program will focus on providing math education and financial literacy programs to youth in the Central PA region. The two organizations…
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Central PA 401(k), by Conrad Siegel Launches for Small Businesses

First Central Pa.-based Pooled Employer Plan Simplifies Retirement Plans for Small Businesses Harrisburg, PA – January 10, 2022 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, today announced the launch of Central PA 401(k), by Conrad Siegel, the first Central Pa.-based pooled employer plan (PEP). The SECURE Act, which became law on…
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Conrad Siegel Partner & Consulting Actuary Trevor Bare Honored On Central Penn Business Journal’s Forty Under 40 List

Trevor Bare, Partner & Consulting Actuary at Conrad Siegel has been named to the Central Penn Business Journal’s 2021 Forty Under 40 List. The Central Penn Business Journal annually highlights the top forty local business leaders under 40 for their commitment to professional excellence, business growth and community service. At Conrad Siegel, Bare is a…
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Joshua Mayhue Appointed Partner at Conrad Siegel

Harrisburg, PA – August 2021 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, recently announced that Joshua Mayhue, FSA, EA, MAAA has been appointed a partner at the firm. Mayhue, a consulting actuary, specializes in Other Postemployment Benefits (OPEB) and defined benefit plan consulting. He has worked at Conrad Siegel since 2005…
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Catherine Azeles named the winner of Central PA Leukemia and Lymphoma Society’s (LLS) 2021 Woman of the Year

Catherine Azeles, CFP®, RICP®, an Investment Consultant at Conrad Siegel has been named the winner of Central PA Leukemia and Lymphoma Society’s (LLS) 2021 Woman of the Year. During a 10 week campaign this spring, Catherine raised over $77,000 to help fund therapies that save the lives of blood cancer patients every day and research…
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