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.

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.