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

What You Need to Know about Target Date Funds

By Robin Russo, October 20, 2016

Target date retirement funds involve creating an asset mix that rebalances according to a selected time frame.

Read more »

A Prescription Drug Plan (PDP) determines how much you’ll have to pay for prescription drugs year to year.

Read more »

Ways investors can save money on taxes.

Read more »

All Blog Posts »


Latest Newsletters

All Newsletters »

Latest Updates

WITF Preview Event
WITF will host a sneak preview of “When I’m 65," a new PBS special that challenges longstanding myths about retirement, Tuesday, October 25 from 6 to 8 PM at the Public Media Center in Harrisburg.  WITF’s Scott LaMar will moderate a discussion with financial experts covering practical tips, investor education and more.  Panelists to include: Consumer Advocate Mary Bach, professionals from the PA Department of Banking and Securities and Rick Rodgers CFP®, CRPC®. Register for this free event here.  
Rodgers & Associates Returns As A Presenting Sponsor Of The Extraordinary Give
extragiveFriday, November 18th is Lancaster County's Largest Day of Online Giving. The Extraordinary Give is a chance for you to be a part of this 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 8th. We are located at 2025 Lititz Pike, Lancaster PA 17601.
Rick Rodgers Quoted
Rick Rodgers, president of Rodgers & Associates, was quoted in a LNP article titled It’s Never Too Late to Plan for Retirement.  You can link to the online version here.
Rodgers & Associates Celebrates 20 Years!
Ice Cream Social 2016A 1920’s themed ice cream social was one of our many client events to celebrate our 20th anniversary. Pictured are some of our staff dressed in period attire.
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