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Conrad Siegel’s Sean Duffy Named to 2026 PLANADVISER Emerging Leaders List
Sean Duffy, QPFC, AIF®, Partner and Investment & Fiduciary Consultant at Conrad Siegel, has been named to the 2026 PLANADVISER Emerging Leaders list. The annual list recognizes emerging professionals making an impact in the retirement plan industry. The honor is given to members of the retirement plan advisory industry who their managers and peers believe…
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Conrad Siegel Named to List of Top RIA Firms in 2026
Conrad Siegel has been named to Financial Advisor Magazine’s 2026 list of America’s Top RIAs. The annual list ranks firms nationwide by total assets under management based on the previous year-end. Of more than 500 firms that participated in the survey, Conrad Siegel ranked 65th with $10.1 billion in AUM (as of June 30, 2025).…
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Michael Hoyle Named Partner at Conrad Siegel
Harrisburg, PA – July 6, 2026 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory consulting, has announced the appointment of Michael Hoyle, CFP®, CPWA®, RSSA®, as a partner at the firm. Hoyle works within the firm’s Wealth Management division – the organization’s fastest growing line of business. He joined Conrad Siegel in 2011 after completing two internships with the firm. He…
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Conrad Siegel Named to Forbes List of Top RIA Firms in America in 2025
Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to the fourth 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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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…
