Big firm capabilities, small firm feel

Conrad Siegel has been around for over 60 years because we’ve never compromised our principles. We’ve always chosen partnership over profit, been independent by choice, and fee-for-service forever. We are independent of third-party interests which allows us to work exclusively with your interests in mind.

Doing the right thing has rewarded us with genuine relationships that allow us to truly partner, to work as good people and professionals. We choose clients who share our moral compass, who want a partner to advocate for them. No consultant jargon, no hidden costs, just a commitment to get you where you want to go.

We simplify the complexities of benefits, retirement, and investments

Our credentialed specialists, sector experts, and actuaries simplify the complexities behind the numbers that drive businesses and organizations to profitability and create great workplaces for their employees.

For over 60 years, we’ve married our actuarial prowess with areas in organizations that help them do more — like take better care of their employees, save more money, and find strategies to grow. We can build customized benefits plans or help preserve wealth. You decide the direction, we navigate the details to get you there. Let’s talk about how we can work together!