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 three 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.

Frequently Asked Questions

 

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

 

Fiduciaries | What you need to know

While the word fiduciary has been a popular buzz word in the news, like most things in the financial industry, it can be a bit confusing. In fact, only 1 in 5 people, understand the difference between a financial advisor who is a fiduciary and one who is not. Learn More

 

Conrad Siegel Featured in Forbes: How To Keep Your 401(k) On Track During The COVID-19 Crisis

The coronavirus pandemic has investors worried about their financial future and some are even looking at their 401(k) for emergency income. Before pulling those hard-earned savings, our financial consultant Tracy Burke advises putting time between your decision and action. Read more tips from Tracy for keeping your 401(k) on track in Forbes. Read More

(Webinar) – Investing today | Answering your questions

Members of our investment team join together to discuss the current market we find ourselves in and how it may impact your investment approach. Watch Now

 

How The Gender Income Gap Impacts Women’s Retirement

There is no doubt the wage gap impacts a woman’s retirement savings, but there are steps women can take to bolster financial security in retirement. Our own Investment Consultant Catherine Azeles recommends women take part in education sessions offered by employer-sponsored retirement plans to build financial literacy and confidence in financial planning. Read more of Catherine’s advice in Forbes. Read More

TO LEARN MORE about Individual Investors, contact our Individual Investors leadership team.

Brooke Petersen
Catherine Azeles
Chrystal Woollett
Mark Dixon
Melissa Hoch
Michael Hoyle
Thomas Terhaar
Tracy Burke
Vince Desai

 

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