Firm News

Conrad Siegel Named to CNBC’s 2025 Financial Advisor 100 List

Conrad Siegel has been named to the CNBC FA 100, which ranks top-rated financial advisory firms across the country. After coming in at #49 in 2024, Conrad Siegel ranked #32 in the 2025 edition.
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Conrad Siegel Partner & Investment & Fiduciary Consultant Sean Duffy Honored on Central Penn Business Journal’s Forty Under 40 List

Sean Duffy, QPFC, AIF®, Partner at Conrad Siegel, has been named to the Central Penn Business Journal’s 2025 Forty Under 40 List. Each year, the Central Penn Business Journal highlights forty of the region’s most accomplished young leaders for their professional excellence, commitment to growth, and dedication to community service. At Conrad Siegel, Duffy specializes…
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Sean Duffy Named Partner at Conrad Siegel

Harrisburg, PA – July 1, 2025 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory consulting, has announced the appointment of Sean Duffy, QPFC, AIF®, as a partner at the firm. As an Investment & Fiduciary Consultant, he provides consulting services for defined contribution retirement plans. His work focuses on collaborating with organizations to…
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Conrad Siegel’s Brianna Mumma and Nathan Bailey Earn CERTIFIED FINANCIAL PLANNER™ Designation

Harrisburg, PA – Conrad Siegel, with offices in Harrisburg, Lancaster, and Naples, is proud to share that Brianna Mumma and Nathan Bailey have officially passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam. The CFP® designation is one of the most respected certifications in the financial planning industry. It represents a high standard of competency, ethics,…
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Conrad Siegel’s Tracy Burke Named to Forbes 2025 Best-In-State Wealth Advisors List

Tracy Burke, Partner & Wealth Consultant at Conrad Siegel has been named to the Forbes 2025 Best-In-State Wealth Advisors list. According to Forbes, the advisors on this year’s list have shown an exceptional ability to guide their clients through times of uncertainty and delivering peace of mind. “The very best advisors are laser-focused on making…
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Conrad Siegel’s Sean Duffy Named a 2025 Top Retirement Plan Adviser

Sean Duffy, QPFC, AIF®, Investment & Fiduciary Consultant at Conrad Siegel has been named to PLANADVISER’s 2025 Top Retirement Plan Advisers list. This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan…
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Conrad Siegel Named One of Nation’s Top DC Advisor Teams in 2025

March 26, 2025 – Conrad Siegel has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million. Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to…
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Conrad Siegel Announces Strategic Leadership Transition

Abigail Fortino has moved into the role of President in 2025 after a 24-month transition. Harrisburg, PA (January 16, 2025) – Conrad Siegel, delivering comprehensive employee benefits and investment advisory consulting, recently announced the culmination of a strategic transition plan for the firm’s leadership team. Mark Bonsall, FSA, EA, MAAA, has served as the firm’s…
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Forbes Names Conrad Siegel One of America’s Top RIA Firms in 2024

Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to the third annual “Top RIA Firms in America” list by Forbes. According to Forbes, “The list highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term.”…
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