Fiduciary Financial Advisors Helping Harrisburg Area Families Prepare for Retirement

Our investment planning firm has called Harrisburg, PA home for decades. If you’re looking for conflict-free financial guidance near central PA, our team of fiduciary advisors is ready to help!

Call Us

(717) 652-5633

Harrisburg Location

501 Corporate Circle Harrisburg, PA 17110

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Recognized investment advisors

Top 100 Advisor

CNBC, 2024

America’s Top RIAs

Forbes, 2024

Top RIAs

Financial Advisor Magazine

Harrisburg financial planning FAQs

Do you only provide financial planning services to those residing in Harrisburg?

While our headquarters is in Harrisburg, PA, – we serve people all over Central PA (and the country).

Are your Harrisburg advisors fiduciaries?

Yes! Conrad Siegel’s investment advisors are 100% full-time fiduciaries.

Can I meet with an advisor on your Harrisburg team?

We’d love to schedule a quick introduction. You can book an intro call with our Harrisburg team here.

What credentials do your advisors have?

Our lead Wealth Consultants are CERTIFIED FINANCIAL PLANNER™ professionals. We currently have multiple team members with a CFP®, ChFC®, or CFA® designation.

What is your investment philosophy?

The core of our investment philosophy is an academic, research-based, low-cost approach. Find out more on our Approach page.

What wealth management services do you offer in Harrisburg, PA?

At a high level, our services can be categorized as:

Financial Planning
Investment Management
Family Office Services

Within these service pillars, we offer a comprehensive lineup of additional services and add-ons carefully designed to help you manage all aspects of your financial life.

Helping Families Across Central PA Prepare for Retirement

In addition to Harrisburg, we serve clients in the following surrounding areas:

Hershey
York
Lebanon
Mechanicsburg
Camp Hill
Carlisle
Lancaster County

Our lead Harrisburg financial advisors

Catherine Azeles, CFP^®, RICP^®, CDFA^®

Michael Hoyle, CFP^®, CPWA^®

Thomas Terhaar, CFP^®, ChFC^®

Financial Planning Resources for Harrisburg Area Investors

7 Things to Consider Before Retirement

Many investors are focused on the “when”, “where”, and “how much” questions when it comes to retirement. Much of financial Planning is focused on these questions too. In this column, we focus on other important items to consider in the years before retirement.

Investing for Retirement in a Volatile Market

In times of uncertainty and rapidly moving markets, staying the course and focusing on the long-term is a best practice. While market volatility is not fun, a diversified portfolio is well positioned to minimize damage.

How to know if you have enough saved for retirement?

Retirement planning is one of the most important financial goals people face, yet it’s also one of the most uncertain. One of the biggest questions we hear is: How do I know if I have enough saved for retirement?

Retirement Conversations for Central PA Families

Hosted by Conrad Siegel, the Real Talk Retirement podcast explores real questions retirees and pre-retirees ask every day. Each episode offers practical insights on retirement planning, investing, and navigating life’s financial transitions.

Listen Now!

Connected to the Harrisburg Community

Our Capital Region team is proud to support and participate in organizations that strengthen the local community. Through volunteer involvement, partnerships, sponsorships, and leadership initiatives, we stay connected to the people and businesses that make Central PA a great place to live and work.