Transforming financial complexity into clarity
Isn’t clarity something we all strive for? At home. At work. In our communities. Clarity leads to better decisions… that’s where we come in.
We’re Conrad Siegel — a team of consultants who bring clarity to the numbers, and confidence to your next move.
Match with a
Conrad Siegel
Expert
Services for:
Individuals
& Families
Wealth Management & Financial Planning
Services for:
Organizations
Retirement Plans, Healthcare Benefits, Actuarial
Big enough to lead, but focused enough to care
We’ve managed to combine the capabilities and reputation of a large firm with the personalized care and attention of a boutique practice.
When we work together, you’ll get a firm big enough to be viewed as an industry leader, yet focused enough to prioritize what matters most…your goals and peace of mind.
60+
Years in business
25
Clients in over 25 states
$9Billion
assets under management
TOP
100
Financial Advisor, CNBC (2024)
*Assets Under Management presented as of June 30, 2024. Award information and criteria can be found at conradsiegel.com/csia-disclosure.
Our people. Your advantage.
We’re a consultant-owned financial advisory firm, which means our team is invested in your success. Your Conrad Siegel partner is actively engaged, serving as an extension of your internal team and treating your goals as their own.
Uncommon Hospitality
Hospitality in financial services? We believe that being unreasonable is a good thing
when it comes to serving others. Our consultants customize your plan to exceed your
expectations and achieve the ultimate goal: clarity.
Contact Us
Ready to explore a great partnership, get more information about our services, or just want to get to know us better?
Send our financial advisory firm a message!
"*" indicates required fields