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Forbes Names Conrad Siegel One of America’s Top RIA Firms in 2024

Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to the third 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.” […]

Conrad Siegel Named to CNBC’s 2024 Financial Advisor 100 List

National list recognizes advisory firms that best help clients navigate their financial lives Harrisburg, PA – October 3, 2024 – Conrad Siegel, delivering comprehensive investment and wealth management consulting services, has been named to the CNBC FA 100, which ranks top-rated financial advisory firms across the country. After coming in at #60 in 2023, Conrad […]

Conrad Siegel Named to List of Top RIA Firms in 2024

Firm Ranks in Top 100 on National List for Assets Under Management Conrad Siegel has been named to Financial Advisor Magazine’s 2024 list of America’s Top RIAs. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end. Of more than 400 firms that participated in the survey, Conrad […]

Fred Gard Named Partner at Conrad Siegel

Gard, a Consulting Actuary, works within the firm’s Health & Welfare division that provides consulting services for employers’ health benefit plans.

Conrad Siegel Named to List of Nation’s Top DC Advisor Teams in 2024

Conrad Siegel has been named to the 2024 National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million. The firm’s DC Investment operations are based out of Harrisburg, PA and manages over $7 billion in assets (as of 12/31/2023) for […]

Conrad Siegel’s Tara Mashack-Behney Named 2024 Top Retirement Plan Advisers

Tara Mashack-Behney, CFP®, ChFC®, President of Investment Advisory Services at Conrad Siegel has been named to the 2024 PLANADVISER Top Retirement Plan Advisers list. This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or […]

Conrad Siegel Named by Forbes as One of “America’s Top RIA Firms” in 2023

Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to the second annual “Top RIA Firms in America” list by Forbes. The list was developed by Forbes and SHOOK Research using an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person interviews, and quantitative data. […]

Conrad Siegel Makes List of Top RIA Firms in 2023

Investment Advisory Firm Ranks in Top 100 on National List for Assets Under Management Conrad Siegel has been named to Financial Advisor Magazine’s list of Top Registered Investment Advisor (RIA) Firms. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end. Of more than 500 firms that participated […]

CNBC Ranks Conrad Siegel Top-Rated Financial Advisor In 2023

National list recognizes advisory firms that best help clients navigate their financial lives. Harrisburg, PA – September 13, 2023 – Conrad Siegel, delivering comprehensive investment and wealth management consulting services, has been named to the CNBC FA 100, which ranks the top 100 financial advisory firms across the country. After coming in at #70 in […]

Catherine Azeles Named Partner at Conrad Siegel

Harrisburg, PA – July 10, 2023 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, recently announced that Catherine Azeles, CFP®, RICP®, CDFA® has been appointed a partner at the firm. Azeles, an investment consultant, works within the firm’s Wealth Management division – the organization’s fastest growing line of business. She has worked […]

Conrad Siegel Among Nation’s Top DC Advisor Teams in 2022

Conrad Siegel was named to the National Association of Plan Advisors’ (NAPA’s) list of the nation’s top defined contribution (DC) Advisor Teams on March 17th, 2023. Conrad Siegel’s DC operations are based out of its headquarters in Harrisburg, PA. The firm made the list because of the $6+ billion in assets that it manages (as […]

Forbes Names Conrad Siegel One of America’s Top RIA Firms

Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to Forbes inaugural list of Top RIA Firms in America. The list was developed by Forbes and SHOOK Research using an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person interviews, and quantitative data. The list […]

Conrad Siegel Named to 2022 CNBC FA 100

National list recognizes advisory firms that best help clients navigate their financial lives. Harrisburg, PA – October 5, 2022 – Conrad Siegel, delivering comprehensive investment and wealth management consulting services, has been named to the CNBC FA 100, which ranks the top 100 financial advisory firms across the country. The CNBC FA 100 recognizes firms […]

Conrad Siegel Makes List of Top RIA Firms Nationwide

Investment Advisory Firm Ranks in Top 100 on National List for Assets Under Management Harrisburg, PA – August 2022 – Conrad Siegel has been named to Financial Advisor Magazine’s list of Top Registered Investment Advisor (RIA) Firms. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end. Of […]

Conrad Siegel Named to List of Nation’s Top DC Advisor Teams in 2021

Conrad Siegel has been named to the National Association of Plan Advisors’ (NAPA’s) list of the nation’s top defined contribution (DC) Advisor Teams. All of Conrad Siegel’s DC operations are based out of its headquarters in Harrisburg, PA. The firm made the list because of the $6.7 billion in DC plans that it manages (as […]

Conrad Siegel & The Actuarial Foundation Launch Free Local Math Tutoring Initiative

February 2022 – Conrad Siegel announced this month that it is partnering with The Actuarial Foundation in a joint initiative to bring the national Math Motivators Tutoring Program to Harrisburg- based schools. This new program will focus on providing math education and financial literacy programs to youth in the Central PA region. The two organizations […]

Central PA 401(k), by Conrad Siegel Launches for Small Businesses

First Central Pa.-based Pooled Employer Plan Simplifies Retirement Plans for Small Businesses Harrisburg, PA – January 10, 2022 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, today announced the launch of Central PA 401(k), by Conrad Siegel, the first Central Pa.-based pooled employer plan (PEP). The SECURE Act, which became law on […]

Conrad Siegel Partner & Consulting Actuary Trevor Bare Honored On Central Penn Business Journal’s Forty Under 40 List

Trevor Bare, Partner & Consulting Actuary at Conrad Siegel has been named to the Central Penn Business Journal’s 2021 Forty Under 40 List. The Central Penn Business Journal annually highlights the top forty local business leaders under 40 for their commitment to professional excellence, business growth and community service. At Conrad Siegel, Bare is a […]

Joshua Mayhue Appointed Partner at Conrad Siegel

Harrisburg, PA – August 2021 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, recently announced that Joshua Mayhue, FSA, EA, MAAA has been appointed a partner at the firm. Mayhue, a consulting actuary, specializes in Other Postemployment Benefits (OPEB) and defined benefit plan consulting. He has worked at Conrad Siegel since 2005 […]

Conrad Siegel Investment Consultant Catherine Azeles Honored On Central Penn Business Journal’s Forty Under 40 List

Catherine Azeles, Investment Consultant at Conrad Siegel has been named to the Central Penn Business Journal’s 2020 Forty Under 40 List. The Central Penn Business Journal annually highlights the top forty local business leaders under 40 for their commitment to professional excellence, business growth and community service. At Conrad Siegel, Azeles is committed to helping […]

Conrad Siegel Expands Leadership Team, Names Four New Partners

Harrisburg, PA – July 29, 2020 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, today announced that Trevor Bare, FSA, David Lytle, FSA, CFA®, James Pyne, and Ashley Wise, FSA, CERA, have been appointed partners at the firm. Bare, a consulting actuary, began his career at Conrad Siegel in 2006 as an […]

Conrad Siegel Named to the CNBC FA 100

National list celebrates forward-thinking advisory firms Harrisburg, PA – November 5, 2019 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has been named to the CNBC FA 100, which ranks the top 100 financial advisory firms in the country. The CNBC FA 100 recognizes firms that continue to uncover new and better […]

Conrad Siegel Receives National Recognition for Investment Service in 2019

Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has been recognized by both Financial Advisor Magazine and Pensions & Investments for their growth in assets under management (AUM). In the June issue of Pensions & Investments, Conrad Siegel ranked 39th on the list of largest managers of outsourced assets with over $5.1 billion […]

Conrad Siegel Named to 2019 Financial Times 401 Top Retirement Advisers

Tara Mashack-Behney recognized nationally for work with defined contribution retirement plans Harrisburg, PA – September 27, 2019 – Tara Mashack-Behney, Partner and President of Investment Advisory Services at Conrad Siegel, which delivers comprehensive employee benefits and investment advisory services, has been named to the 2019 Financial Times 401 Top Retirement Advisers List. The national list […]

Conrad Siegel Launches Financial Wellness Program

Personalized Online Tools Empower Plan Participants to Find Financial Balance Harrisburg, PA – April 9, 2019 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has launched a Financial Wellness Program, a series of interactive, online educational tools designed to help plan participants get their finances in shape. Conrad Siegel’s Financial Wellness Program […]

Conrad Siegel Makes Financial Advisor Magazine’s List of Top RIA Firms Nationwide

Harrisburg-based Investment Advisory Firm Ranks in Top 100 on National List for Assets Under Management Harrisburg, PA – August 31, 2018 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has been named to Financial Advisor Magazine’s list of Top Registered Investment Advisor (RIA) Firms. The annual list ranks firms nationwide by total […]

Pennsylvania Employers Look to Health Benefit Plan Design Changes to Reduce Rising Costs

Conrad Siegel’s Annual Medical & Rx Drug Survey Reveals Spousal Coverage Provisions, High Deductible Plans Are Among Leading Methods to Contain Costs Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has announced the findings of its annual Medical and Prescription Drug Survey. The survey reports and analyzes employer healthcare trends across Central Pa. […]

Conrad Siegel Partner Jon Sapochak Honored On Central Penn Business Journal’s Forty Under 40 List

Sapochak Recognized by CPBJ For Leadership on Conrad Siegel’s Health & Welfare Line of Business Jon Sapochak, Partner and Consulting Actuary with Conrad Siegel, which delivers comprehensive employee benefits and investment advisory services, has been named to the Central Penn Business Journal’s 2018 Forty Under 40 List. The Central Penn Business Journal annually highlights the […]

Conrad Siegel Introduces Communications Manager to Drive Greater Financial Wellness for Participants

Central Pa. Employee Benefit Firm Hires Jennifer Becker Harrisburg, PA – September 10, 2018 Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, welcomes Jennifer Becker to its team. As Communications Manager, she will oversee plan participant education and oversee education for retirement plan clients and their employees to improve financial wellness. With over […]

Conrad Siegel Brings on Two New Investment Consultants

Central Pa. Firm Welcomes New Consultants to Support Continued Growth Harrisburg, PA – June 20, 2018 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, recently hired two investment consultants, Catherine Azeles, CFP® and Bridget Casher. The new hires have been brought on during a period of significant growth, with Conrad Siegel recently […]

Conrad Siegel Achieves $5 Billion in Assets Under Management

Through Investment Plan & Client Growth, Central Pa. Firm Surpasses Industry Milestone Harrisburg, PA – June 8, 2018 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has surpassed $5 billion in assets under management. The investment advisory line of business at Conrad Siegel was founded in 2002 and continues to gain momentum […]

Exploring Common Myths Surrounding your Finances and Investments

Personal Finance Do you need to have lots of money to be an investor? Is buying always smarter than renting? Does having a credit card balance improve your credit score? There are lots of questions and misconceptions around personal finance, Tracy Burke recently joined Fox 43 to break down some of these myths. Investments […]

Conrad Siegel Receives 2018 PSCA Signature Award for Fiduciary and Plan Decision Guide

Conrad Siegel Recognized Nationally for Retirement Plan Communications Work with HB Global Conrad Siegel, delivering comprehensive employee benefit and investment advisory services, earned a Plan Sponsor Council of America (PSCA) Signature Award for its fiduciary and plan decision resources. The PSCA, part of the American Retirement Association, is a community of employee benefit plan sponsors […]

Conrad Siegel Founder Awarded Honorary LVC Doctorate

Employee Benefit and Investment Advisory Firm Founder Conrad Siegel Receives Doctorate from Lebanon Valley College Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, congratulates founder Conrad (Connie) Siegel on his honorary doctorate from Lebanon Valley College. Lebanon Valley College grants honorary degrees to those who have made exceptional contributions to society and whose […]

Conrad Siegel’s Your Retirement Bridge Program Wins National Pensions & Investments Award

Firm Recognized for Ongoing Investment Education Efforts at Annual Defined Contribution Conference Harrisburg, PA – March 20, 2018 – Conrad Siegel, delivering comprehensive employee benefit and investment advisory services, was recently recognized for its Your Retirement Bridge program at the annual Pensions & Investments Eddy Awards, taking home the top award in the Ongoing Investment […]

Conrad Siegel Reveals New Brand

Firm Unveils New Logo and Launches Updated Website As it Plans for Growth Harrisburg, PA – January 31, 2018 – Conrad Siegel Actuaries and Conrad Siegel Investment Advisors, delivering comprehensive employee benefits and investment advisory services, today announced a company-wide rebrand, unveiling a new name, logo and website. Previously known as Conrad Siegel Actuaries and […]

Conrad Siegel Named 2017 “Business of the Year” by CPBJ

Firm recognized by the Central Penn Business Journal for the 101+ employees category Harrisburg, PA – December 6, 2017 – Conrad Siegel, delivering comprehensive employee benefits services, has been selected by the Central Penn Business Journal as the 2017 Business of the Year (101 + employees). The 14th annual Business of the Year Awards honor businesses […]