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

Ask the right questions now, and gain peace of mind for you and your family.

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What you need to know about spousal and survivor benefits.

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These decisions need to be coordinated to have the most benefit.

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Latest Newsletters

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Latest Updates

Rodgers & Associates Receives the Benjamin Rush Award
LCMSAward6-15-16The Benjamin Rush Award honors organizations and non-physicians for outstanding contributions to the health and welfare of the people of Lancaster County.  Rodgers & Associates was presented the award this year by the Lancaster City & County Medical Society for their support of the Water Street Mission Makeover project.  Pictured L to R, James Kelly, MD; Robin Russo, Certified Financial Planner™; and David Simons, DO
SCORE Lancaster – Lebanon
SCORE SBALRodgers and Associates is a proud sponsor of SCORE as they partner mentors with local small business owners. On April 19th SCORE acknowledged some of these great small business successes at their Small Business Awards Luncheon.
We are Proud to Announce
Eckert Award smallRick & Jessica Rodgers have received the first Susan C. and Gerald C. Eckert Service and Philanthropy Award at Millersville University. This award is given for service and philanthropy in advancing the mission of public higher education.
Mission Makeover: Mission Accomplished!
MissionMakeover Congratulations to our friends at the Water Street Mission on their incredible 7 day complete kitchen and dining area makeover.  We are very proud to have supported this project that will improve an important service in our community. Here are a few video highlights from the project: introduction, our own Lee Pelko takes a swing at the “wall breaking” ceremony, the cleared space, and the reveal.
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