Man Sailing During Retirement
  • Integrity.
  • Independence.
  • Peace of Mind.

Protecting Your Wealth,
Planning for Your Future

Rodgers & Associates financial advisers specialize in financial planning for investors who are retired or expect to retire within five years.

Today, individuals retire earlier and live longer than ever before. The new wisdom is to plan for thirty years of retirement. We work with clients to free them from their concern that they will outlive their assets.

Rodgers & Associates is independent and fee-only, so our only loyalty is to you.

Retirement Planning

Wealth Management

Tax-Efficient Strategies

Latest Blog Posts

Buying vs. Leasing a Car: Pros and Cons to Consider

By Mike Helveston, November 24, 2015

Consider these factors before you make a decision.

Read more »

Tax Consequences of the BB&T-Susquehanna Merger

By Patrick Carney, November 17, 2015

There can be very large differences between how different mergers are treated for tax purposes.

Read more »

How To Title Your Cars To Limit Liability

By Lee Pelko, November 10, 2015

Understanding how your assets are titled is a major tool to protect your wealth.

Read more »

All Blog Posts »

Latest Updates

Rodgers & Associates Will Be The Presenting Sponsor Of The ExtraOrdinary Give
extragive2015-site-logo1435601627_7203Friday, November 20th is Lancaster County's Largest Day of Online Giving and The ExtraOrdinary Give is a chance to be part of a community-wide celebration of giving.    
Rodgers & Associates Will Again Serve As A Drop-Off Location For Toys For Tots
Toys 4 TotsPlease consider bringing a new unwrapped toy to donate when you visit our office from now until December 15th. We are located at 2025 Lititz Pike, Lancaster PA 17601.
Rodgers & Associates
Hospice Logois featured on page 2 of Hospice & Community Care’s Horizon Magazine . We are proud to have been the Leadership Sponsor for their 2015 Labor Day Auction.
Rick Rodgers Named LCCI 2015 Small Business Person of the Year
LCCI We are proud to announce Rick Rodgers was named the 2015 Small Business Person of the Year at the Lancaster Chamber of Commerce and Industry’s 143rd Annual Dinner on May 27th. You may view a video and find out more about the award here.    
Rodgers & Associates Was Named Lancaster’s Best Wealth Management Firm
Susq Style Best of Susquehanna Style Magazine’s readers have selected Rodgers & Associates as the best Wealth Management Firm in Lancaster for 2015.  

Latest Newsletters

Cost of Healthcare for Retirees: Saving Tax Efficiently Can Have a Big Impact

November 19, 2015

Efficient saving can significantly impact how much you’ll pay for medical care.

All Newsletters »

The Manor in Lancaster, PA

The Manor in Lancaster, Pennsylvania — home of Rodgers & Associates »

Rodgers & Associates is a wealth management firm located in Lancaster, PA. Our financial advisers offer fee-only financial planning to clients in the Central Pennsylvania area as well as across the country.

  • As a Registered Investment Adviser (RIA), we are held to a fiduciary responsibility, placing our clients’ interests above all others.
  • We believe that objective Certified Financial Planner professionals and members of the National Association of Personal Financial Advisors (NAPFA) represent their clients’ best interests throughout the planning process.
  • Our wealth management service extends beyond asset and investment management to include tax planning, charitable giving and estate planning, creating efficiencies wherever possible.
  • Our team of financial planners follows our proprietary six-point process, WealthGuard, as they work with you to help protect the wealth you’ve built.
  • For each of our clients, we develop, follow, and maintain a written plan for financial independence and a worry-free retirement.
2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437