Conrad Siegel Investment Advisors is a firm within Conrad Siegel born by suggestions from client businesses and plan participants Conrad Siegel serves. Individuals were requesting the academic, research-based, low-cost style of investment management and financial consulting that was available to retirement plans through Conrad Siegel and we answered by tasking our most seasoned advisors with building an investment offering to meet these needs.

In 2002, we expanded our services to serve individuals and families like yours. Today, businesses and families have entrusted us to help secure their financial futures and we currently manage over $6 billion in assets.

Full-Time Fiduciaries

Your interests come first — always. We wouldn’t have earned a sterling reputation nationally and with our clients any other way. We choose to work with clients who share our moral compass and fully partner to define a financial plan that allows the freedom to live and enjoy life wherever it leads.

Fee-for-Service Forever

We proudly boast our unique fee-for-service model that allows us to remain objective and focused on doing the right thing for you and your family, not lining our own pockets. We get paid fairly only for the service and expertise we provide you.

Independent by Choice

Conrad Siegel remains independent by choice and partner-owned in order to continue providing the level of service and independence our clients appreciate and expect. We aren’t beholden to any larger firm or entity, able to service our clients freely, in the best way possible, and without pressure to meet anyone else’s objectives but yours.

Partnership over Profit

We believe putting a face to managing your assets is vitally important to long-term success. We currently have three physical locations to serve you and, especially in a world of social distancing, robust virtual capabilities to continue close contact in our partnership together.

Full-Time Fiduciaries

Your interests come first — always. We wouldn’t have earned a sterling reputation nationally and with our clients any other way. We choose to work with clients who share our moral compass and fully partner to define a financial plan that allows the freedom to live and enjoy life wherever it leads.

Fee-for-Service Forever

We proudly boast our unique fee-for-service model that allows us to remain objective and focused on doing the right thing for you and your family, not lining our own pockets. We get paid fairly only for the service and expertise we provide you.

Independent by Choice

Conrad Siegel remains independent by choice and partner-owned in order to continue providing the level of service and independence our clients appreciate and expect. We aren’t beholden to any larger firm or entity, able to service our clients freely, in the best way possible, and without pressure to meet anyone else’s objectives but yours.

Partnership over Profit

We believe putting a face to managing your assets is vitally important to long-term success. We currently have three physical locations to serve you and, especially in a world of social distancing, robust virtual capabilities to continue close contact in our partnership together.