Conrad Siegel Investment Advisors

About Conrad Siegel Investment Advisors

<p>Across Pennsylvania’s Susquehanna Valley and Florida’s Paradise Coast, Conrad Siegel Investment Advisors works with retirement plan sponsors that want a fiduciary partner with deep in-house resources. Headquartered in Harrisburg, with additional offices in Lancaster and Naples, the firm supports organizations in the Harrisburg–Carlisle metro, the Lancaster area, and Southwest Florida, with reach across more than 25 states.</p> <p>With over 60 years in business and $10.1B in AUM (2026), Conrad Siegel advises on a wide mix of plan types, including 401(k) and other defined contribution plans, defined benefit plans, cash balance plans, ESOPs, small business 401(k)s, and executive retirement plans. The team also works with individuals and families on financial planning, investment management, and family office needs.</p> <p>For employers, services include plan design, compliance support, participant advice, fiduciary audits, and fiduciary investment management under both 3(21) and 3(38) roles. Conrad Siegel is a fiduciary and has consultants with credentials such as CFP®, ChFC®, and CFA®.</p> <p>What sets the firm apart is the ability to combine retirement plan consulting, actuarial services, and healthcare benefits consulting under one roof for public and private sector organizations.</p> <ul> <li>3(21) and 3(38) fiduciary services (<a href="/plan-advisors">plan advisors</a>)</li> <li>Plan design for DC, DB, cash balance, ESOP, and executive plans</li> <li>Participant advice and financial wellness support</li> <li>Compliance support and fiduciary audit work</li> <li>Actuarial and healthcare benefits consulting for public and private employers</li> </ul>

Website: https://conradsiegel.com/