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

It’s more important than ever before to be vigilant about protecting yourself.

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What Will You Do With Your Inheritance?

By Lee Pelko, March 24, 2015

Inheritances represent a fork in the road for beneficiaries with the stakes high for making a big mistake. Here are five tips to keep you on track.

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Taxpayers in the highest tax bracket should take a long-term view of tax planning. This method can help lower long-term tax liabilities.

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Latest Updates

Lancaster Barnstormers Announce Rodgers & Associates As Official 2015 Season Sponsor
2015_Logo_R_A_Final   Rodgers & Associates are excited to be the official 2015 season sponsor of the Atlantic League Champion Lancaster Barnstormers. The Barnstormers and their home, Clipper Stadium, have contributed to the revitalization of downtown and given Lancaster a team to call our own. See you at the ball park, in 2015.      

Latest Newsletters

Not All Annuities Are Bad

March 12, 2015

The high internal cost of annuities may be worth the price to fearful investors who may panic during a bear market.

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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