Independent, transparent, and focused on you
Personalized Investment Management and Financial Planning for individuals and families
We’re driven by helping people create a solid financial foundation on which to build their life stories. No jargon, no hidden fees; just research-driven, honest advice.
Assets Under Management
Top Registered Investment Advisor
Financial Advisor Magazine
Our Assets Under Management presented as of 6/30/2021. Award information and criteria can be found at conradsiegel.com/csia-disclosure
Financial experts who help build great life stories
Conrad Siegel Investment Advisors has earned a reputation built around a passion for finance and helping families build their futures to create the life stories they envision. We grew our firm around exceptionally-skilled, caring people with a no-nonsense approach to investing for the long-term, guided by the very values and integrity set forth by Connie Siegel over 50 years ago. We put our clients’ stories central to our work and make their goals our own.
Get to know our team and the individuals that make up our investment familyMeet the Team
We've earned our reputation with stats to back it up
Transparent costs, no commissions or hidden fees
SEC-registered, held to the highest standard of integrity
Driven by doing the right thing, not sales quotas
Limited clients per adviser, focused on you
Local, accessible team
Always available to keep you informed
Our firm has been in existence since 2002 and manages over $7 billion of assets.
A team of highly credentialed professionals under one roof, that bring a broad level of investment and financial planning experience.
We rigorously research the markets to minimize risk.
Recognized thought leaders
Offering unbiased financial educational and resources to the community is an important way to give back. Our passion for sharing our expertise with others has earned our team frequent invitations to share their perspectives in local news segments, popular newspapers, and financial publications.
A more personal approach to investing
We believe doing the best work for our clients requires a true partnership built on honesty and trust. We provide straight-forward, objective advice so we can make the best decisions together and our fee structure is 100% transparent with no hidden costs. We even limit the number of clients we work with so we can provide personalized attention to each and every portfolio. Get to know us and see what we can do together.