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

Being organized saves time, reduces paper and can also lead to a more efficient estate transfer.

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Thinking of buying a vacation home? Here are some factors to consider before you make your decision.

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ABLE accounts were created last year to allow family members of persons with long-term disabilities to be able to set aside funds to help them maintain their quality of life.

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Latest Updates

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.  
The Pursuit of Happiness
Rick Rodgers has contributed an article, “The Pursuit of Happiness”, to Lancaster Chamber of Commerce and Industry’s July/August newsletter. Read it here.  
Rodgers & Associates Welcomes Patrick Carney, CFP®
Patrick Carney CFP® has joined the Rodgers & Associates financial planning team. Please join us in welcoming him to the firm.
Rick Rodgers Quoted
Rick Rodgers, president of Rodgers & Associates, was quoted in a LNP Sunday News article titled Change is in the air for retirement advisers.  You can link to the online version here to read about the Department of Labor’s proposal regarding the fiduciary standard.  

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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