A roadmap to retirement

What's the number that you need to reach to achieve a comfortable retirement? Use our roadmap
to outline your expenses and line those up with your retirement goals.

Check out our Retirement Roadmap!

More than an investment advisor- an
investment partner

"Someone's sitting in the shade today because someone planted a tree a long time ago."

— Warren Buffet

Invest with those, that invest in you

When we create a plan for you, our most important priority is understanding where you want to go so we can help get you there. Conrad Siegel is a SEC registered investment advisory firm independent of any financial institution. Our independence means we work for you, not other financial institutions, without the conflicts that encumber proprietary investment providers. Our core goal is to strive to provide objective advice with your interests first. Transparency, fiduciary responsibility, and fee-for-service structure.

We've earned our reputation by striving for excellence

Fee-for-service
Fiduciary responsibility
Independent advisors
Personal management
Local, accessible team

Our firm has been in existence since 2002 and manages over $5 billion of assets.

A team of highly credentialed professionals under one roof, that bring a broad level of investment and actuarial experience

We rigorously research the markets to minimize risk.

Request a complimentary consultation

With two locations to serve you, we invite you to contact us for a no-obligation complimentary consultation to see if Conrad Siegel can help get you to where you want to go.

Catherine Azeles

Capital Region office

501 Corporate Circle
Harrisburg, PA 17110
P: 717-727-7502

Brooke Petersen

Lancaster office

201 Granite Run Drive
Lancaster, PA 17601
P: 717-727-7500

Tracy Burke

Naples office

999 Vanderbilt Beach Road
Suite 200 Naples, FL 34108
P: 239-325-1866

Who we are

Caring about each other. Caring for our clients

If you’ve met with us before, you know what we’re talking about. If you’re just joining us, you can feel confident in knowing that our team is a group of extremely talented, thoughtful, and (most of all) caring individuals. We place our clients on a pedestal and will move mountains to make sure that we provide the service that they deserve. We start by caring for each other which results in a team that is driven to care for our clients and their families.

Investment Advisory Services:

Join us in forming an ongoing and personal relationship. We'll develop custom investment advice for you and your unique situation. For our clients, we maintain a diversified, low-cost portfolio based on your current circumstances, risk tolerance, and getting you where you want to go.

Financial Planning Services:

We assess your current financial health by examining your entire financial picture -assets, liabilities, cash flow, insurance, tax situation, and investments. From that, we develop a realistic, comprehensive plan aimed at meeting your financial goals by addressing financial weaknesses and building on financial strengths.

Investment Planning

We’ll partner with you in designing a portfolio that matches your risk profile and time horizon while always keeping your best interest at the forefront of what we do.
Retirement Planning

Understanding your goals and working with you to design a plan enables us to create an effective strategy for the long term- continuously measuring your progress towards retirement and financial independence.
Risk Management & Insurance

With the continuous goal of minimizing your financial risk, we’ll focus on making sure you have adequate insurance coverage to protect your assets.
Cash Flow & Budgeting

Whether it is debt management or budgeting, properly managing your income and expenses is critical for your financial health and we’ll partner with you through the process.
Estate Planning

A core component of a strong financial plan, we’ll work with you in assuring that the necessary estate planning documents are in place.
Income Tax Planning

Proper planning involving the tax implications of your investment portfolio and income stream is essential to your overall financial goals.
Education Planning & Gifting

Assisting loved ones can be a complex experience- we’ll be there with you in navigating the process.

Investment News & Resources

5 Questions To Ask In Your Annual Review

If you don’t already, you should be meeting with your adviser for a broad-based review at least once per year. Your annual review is an important time to sit down with your adviser and review your current financial situation. We take a look at five questions to ask, to make the most of your annual review. Read More

Making Sure You Are Financially on Track- Before and Through Retirement

A mistake that people often make is thinking they are on track for retirement, but never really crunching the numbers to know where they stand. Once retired, one should consider updating estate planning documentsto make sure they fit your current needs. No matter what stage your in, it is good to keep a check on your retirement preparedness. Read More