National list celebrates forward-thinking advisory firms
Harrisburg, PA – November 5, 2019 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has been named to the CNBC FA 100, which ranks the top 100 financial advisory firms in the country.
The CNBC FA 100 recognizes firms that continue to uncover new and better ways to help clients meet their financial goals, lead financially healthy lives, and navigate complex financial challenges. Conrad Siegel was selected from a list of more than 1,000 firms for its personalized investment approach that focuses on meeting clients’ unique goals.
This is the first time the Harrisburg-based firm has been named to the list, ranking at #74.
“We’re honored to be included on this list among so many forward-thinking firms,” says Tara Mashack-Behney, Partner and President of Investment Advisory Services for Conrad Siegel. “We believe there’s no one-size-fits-all method. It’s about understanding your clients’ true needs and developing creative solutions to meet those needs. It’s about simplifying the complex and empowering your clients to participate in the process.”
The FA 100 was selected using a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. Evaluation criteria includes disclosures, ratio of Investment Advisors to total number of employees, total assets under management, and total accounts under management, among others.
Conrad Siegel was also recently recognized on the Financial Advisor’s 2019 RIA Ranking and Mashack-Behney was named to the Financial Times 2019 401 Top Retirement Advisors List.
For more information on Conrad Siegel and its investment advisory services, please visit https://conradsiegel.com/investment/.
All investment advisory services are provided through Conrad Siegel Investment Advisors, Inc., a fee-for- service investment adviser registered with the U.S. Securities and Exchange Commission serving as a fiduciary for its clients. Investing in securities involves the potential for gains and the risk of loss. Past performance may not be indicative of future results. Any awards or rankings are not considered testimonials concerning Conrad Siegel Investment Advisors, Inc., or its investment advice, analysis or other advisory services.