Business Details
50+ Years
experience
Trusted Financial Advisers in Harrisburg, PA | Conrad Siegel
Conrad Siegel has been transforming financial complexity into clarity for over six decades. Founded on principles of transparency and fee-for-service work, we combine the capabilities of a large firm with the personalized care of a boutique practice. Our team of credentialed experts specializes in actuarial consulting, retirement planning, healthcare benefits, and wealth management, serving clients nationwide with a focus on honesty and trust. With $10 billion in assets under management and recognition as a top financial advisor by CNBC and Forbes, we prioritize client goals through customized solutions.Our consultant-owned structure ensures every team member is deeply invested in client success, delivering industry-leading expertise with uncommon hospitality. From retirement plan design to financial planning for individuals, we empower organizations and families to achieve clarity and confidence in their financial decisions.
Services
Wealth Management
Retirement Plans
Actuarial Consulting
Healthcare Benefits
Investment Planning
Details
- Year established: 1964
Highlights and features
- We offer 60+ years of specialized expertise in financial and actuarial consulting.
- Our consultant-owned structure aligns our success with client outcomes.
- We provide direct access to firm owners and industry-credentialed professionals.
- Our services combine national-scale capabilities with personalized attention.
- We maintain transparent fee structures with no hidden costs or commissions.
Associations and certifications
- CNBC Top 100 Financial Advisor (2024)
- Forbes Americas Top RIA (2024)
What people say
Exceptional personalized service
Deep industry expertise
Transparent fee structures
Award-winning advisors
Proactive financial solutions
Services
Retirement Plans
We design and maintain customized retirement plans including 401(k)s, defined benefit plans, and ESOPs. Our fiduciary consulting services help organizations minimize liability while maximizing employee benefits. With $9 billion in assets under management, we combine national expertise with personalized service to create retirement solutions that align with organizational goals and regulatory requirements.
Actuarial Consulting
Our actuaries provide expert analysis for pension plans, healthcare benefits, and post-employment liabilities. Recognized as industry leaders, we offer transparent, commission-free consulting for cash balance plans, workers' compensation reserves, and QDRO valuations. Our team holds top credentials including FSA, MAAA, and CFA designations.
Wealth Management
Personalized wealth management services for individuals and families, including investment planning, estate strategies, and retirement income optimization. Our CFP professionals create custom plans addressing cash flow, tax planning, and risk management, supported by proprietary tools like our One-Page Retirement Plan assessment.
Healthcare Benefits
Comprehensive healthcare benefits consulting for public and private sector clients, specializing in self-funded plans and collective bargaining agreements. We provide actuarial analysis, compliance support, and cost-reduction strategies while maintaining independence from insurance carriers to ensure objective advice.
Investment Consulting
Fiduciary investment consulting services including IPS development, fund lineup monitoring, and OCIO solutions. We offer 3(21) and 3(38) co-fiduciary services with transparent fee structures, supported by in-house research teams and performance reporting tools to optimize retirement plan investments.
People
Catherine Azeles
Financial Planner
Certified Financial Planner with expertise in retirement income strategies and divorce financial planning. Focuses on creating personalized wealth management solutions for individuals and families.
David Lytle
Actuarial Consultant
FSA and CFA credential holder specializing in pension plans and investment consulting. Leads retirement plan advisory services with 20+ years of industry experience.
Fred Gard
Healthcare Actuary
Actuarial specialist in healthcare benefits consulting with ASA designation. Focuses on cost containment strategies and compliance for self-funded health plans.
Tara Mashack-Behney
Retirement Plan Advisor
CFP and ChFC professional managing retirement plan education and financial wellness programs. Helps organizations implement effective employee benefit communication strategies.
Robert Glus
Actuarial Director
FSA and FCA credential holder with expertise in post-employment benefits and executive compensation plans. Provides expert testimony services for complex pension valuations.
Questions
What retirement plan services do you offer?
We provide comprehensive retirement plan consulting including 401(k) design, defined benefit plans, ESOPs, fiduciary services, and investment consulting for organizations of all sizes.
Do you work with individual investors?
Yes, our wealth management team offers personalized financial planning and investment management services for individuals and families, including retirement income strategies and estate planning.
What makes your healthcare benefits consulting unique?
We provide independent, commission-free actuarial analysis with expertise in complex self-funded plans and collective bargaining agreements while maintaining carrier independence.
How are you compensated for advisory services?
We operate on transparent fee-for-service arrangements with no hidden costs, commissions, or vendor affiliations that could create conflicts of interest.
What geographic areas do you serve?
We serve clients nationwide from our offices in Harrisburg and Lancaster, Pennsylvania, and Naples, Florida, with experience across multiple industries.
Can you help with pension plan valuations for divorce?
Our actuaries provide expert QDRO services for pension valuations in divorce cases, covering both defined contribution and complex government defined benefit plans.
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