Managers at Conrad Siegel looked at personal-finance statistics from a variety of sources and figured there must be a better way to help clients and their employees plan for a secure future. So the Harrisburg-based employee-benefit and investment-advisory firm set about to create online planning tools that would take at least some of the mystery, as well as the stress, out of financial planning.
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A Conversation With: Andrew Barninger
Andrew Barninger, 30, joined Personal Wealth Advisory in 2013 and was recently named partner. He will be involved in launching NextPhase, which will focus on business transition planning.
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