A personalized approach to investing backed by research

Our team makes our firm unique — just ask any of our clients. Each plan we deliver is supported by research conducted in our office by people who know each client’s unique situation. Every one of our Wealth Consultants are CERTIFIED FINANCIAL PLANNER™* professionals. Members of our research team hold the industry’s top credentials adding a broad, multidisciplinary knowledge base we bring to each and every client experience. You can feel confident in knowing that the plan we deliver to you is supported by rigorous market research while fitting within our philosophy of long-term investing and controlled expenses. We are grateful that our clients entrust us to be a part of their financial family. We take that responsibility very seriously and vow to do the very best we can to help our clients succeed.

*Only 25% of all financial advisors hold the designation of CERTIFIED FINANCIAL PLANNER™

We invest in relationships first

Conrad Siegel is built around people and this defines the way we work with our clients. Providing the best financial advice to families goes beyond forecasting the numbers. It takes getting to know our clients and understanding their goals and aspirations giving us a powerful perspective from which we share relevant, straight-forward, research-based information focused on your goals. We are independent, fee-for-service fiduciaries meaning your goals are our goals with no other incentive to influence our recommendations.

Invested in our community

We live our values in and outside of work. Our team is active in charitable giving, and sharing our experience, expertise, contacts, and resources in the communities we serve. As community members ourselves, we contribute to create a place where we all want to live, work, and raise our families.

Organizations we support