Conrad Siegel is an employee benefit and investment advisory firm headquartered in Central PA that provides customized retirement, healthcare benefit and investment planning solutions for businesses and individuals. The firm offers unbiased, fee-based services backed by careful attention to detail. Its investment advisors are independent of any external financial institution and do not receive commissions, allowing them to make objective recommendations in their clients’ best interests and beyond the influence of competing financial incentives. Conrad Siegel partners with its clients to serve as a comprehensive source for all employee benefit and investment advisory needs.

All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any testimonials do not refer, directly or indirectly, to CSIA or its investment advice, analysis or other advisory services.


Consulting

Conrad Siegel

Conrad Siegel's headquarters in Harrisburg, PA, United States

David Lytle

Jim Kehr

Zack Klien

The Retirement and Actuarial Services team at Conrad Siegel specializes in designing and managing customized retirement plans and providing actuarial analyses for businesses and individuals. They ensure that retirement plans are financially sustainable, compliant with regulations, and effectively communicated to participants. Their services include actuarial valuations, risk assessments, retirement plan administration, and strategic planning to optimize benefits for employees while managing costs for employers.

Retirement and Actuarial Services

The Client Relations Team at Conrad Siegel is dedicated to maintaining and enhancing client satisfaction by serving as the primary point of contact for inquiries and support. This team ensures seamless communication between the firm and its clients, addressing any issues that may arise, and working closely with other internal teams to deliver personalized retirement, healthcare benefit, and investment planning solutions. Their goal is to build and sustain long-term relationships, ensuring that clients receive the highest standard of service and unbiased, fiduciary advice.

Client Relations Team

The Investment Team at Conrad Siegel works collaboratively to provide comprehensive investment advisory services. They conduct in-depth market research, develop investment strategies, and manage client portfolios with a focus on optimization and risk management. By leveraging their expertise and working closely with clients, the team ensures that each investment plan aligns with clients' financial goals and objectives.

Investment Team

The Leadership Team at Conrad Siegel consists of the Founders and the Chief Investment Officer. This team is responsible for setting the strategic vision and direction of the company, ensuring alignment with its mission to provide unbiased, fee-based employee benefit and investment advisory services. They oversee high-level decision-making processes, maintain fiduciary responsibility, and ensure the firm's services meet the highest standards of independence and client-focused integrity.

Conrad Siegel

Org chart

Teams

Retirement and Actuarial Services

Client Relations Team

Investment Team

Leadership Team

Offices

Conrad Siegel

Org chart

Teams

Retirement and Actuarial Services

Client Relations Team

Investment Team

Leadership Team

Offices

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