Conrad Siegel — a true fiduciary in Lancaster, PA

At Conrad Siegel, we’ve grown 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 60 years ago. We put our clients’ stories central to our work and make their goals our own.

Our Assets Under Management presented as of June 30, 2024. Award information and criteria can be found at conradsiegel.com/csia-disclosure

Schedule an introductory call with a Lancaster adviser

Schedule a quick 15-minute call to make sure your situation matches our expertise. If we are a good fit for you, we’ll then schedule a discovery meeting to get to know each other better and learn more about how we can help get you to where you want to go. During this discovery meeting, we will learn more about you, your financial goals and challenges, and explain how we work and how we can help.

Established fee-for-service advisors serving the Lancaster, Lebanon, York Region

Conrad Siegel offers individualized, personal investment services that typically align best with individuals who have accumulated at least $1 million in assets. We were founded in Central Pennsylvaia and we have solutions that are built to align with your specific situation and investment goals to fortify your path to your financial goals. Our comprehensive service lineup includes:

• Investment Planning
• Retirement Planning
• Risk Management & Insurance
• Cash Flow & Budgeting
• Estate Planning
• Income Tax Planning
• Education Planning & Gifting.

Our team comes with some of the industry’s leading credentials adding a broad, multidisciplinary knowledge base to each and every client experience. We’re a *SEC Registered Investment Advisory (RIA) firm. This simply means that you only pay for the service we provide and that’s it. We don’t receive commissions or payments from any other sources.

*Registration with the SEC does not imply any skillset of CSIA or its advisers.