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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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Educating the Next Generation About Family Wealth Management
Over the next few decades, an enormous amount of wealth is expected to pass from older to younger generations. This has been dubbed the “Great Wealth Transfer,” and one estimate suggests that $124 trillion will change hands by 2048. It’s an eye-popping figure, to be sure, but it also highlights the reality that many families…
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The Power of Purpose in Retirement
When people picture retirement, it’s often about slowing down — taking time to relax, finally getting through that stack of books, and spending more moments with loved ones. It sounds like the dream. But without the familiar rhythm of work and routine, some retirees find themselves asking: what now?
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The One Big Beautiful Bill Act: New Tax Legislation Changes
You may have heard about the new tax legislation that recently passed and your feelings on it may vary depending on your viewpoint. After all, each beholder has a unique set of eyes. Regardless of how you feel about the political or fiscal ramifications of the new legislation, some of the provisions within it could…
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Mental Mistakes That Can Cost You Real Money
For decades behavioral finance was largely an academic pursuit, more recently this body of knowledge has been recognized for its impact on investing. Daniel Kahneman and Richard Thaler have been awarded Nobel Prizes for their contribution to this field of research. What follows is behavioral finance in plain English. Knowing these mental blind spots might…
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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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Disruptive Forces: Thriving in a World that Won’t Sit Still
Tariffs, recession concerns, inflation, and geopolitics are a few examples of the many disruptive forces that the market—and by extension, your personal finances—may face. This time around it happens to be tariffs that are dominating the headlines. But disruption could come from any direction. It could come from relatively predictable federal interest rate movements, or…
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Credit Freeze Quick Take
Instant online access has become our default setting. With a few taps on a screen, we can book a restaurant reservation, pay bills or check our investment accounts—all without a second thought. The digital revolution has streamlined our lives in ways we couldn’t have imagined. But there’s an unfortunate side effect: Every interaction leaves a…
