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

Ways investors can save money on taxes.

Read more »

What is The Widow’s Tax and How Will It Affect Me?

By Patrick Carney, September 20, 2016

The widow/widower tax affects the income of the surviving spouse once their partner passes away.

Read more »

The rules for medical deductions are changing for seniors ages 65 and up.

Read more »

All Blog Posts »


Latest Newsletters

All Newsletters »

Latest Updates

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.
Rodgers & Associates Receives Excellence Award
Father Wolf, Rick and MeFather Allan F. Wolfe of Iglesia Católica San Juan Bautista presented Rodgers & Associates with the Excellence Award for their continued support of and generosity towards Lancaster Hispanic Families.  Pictured left to right – Father Wolfe, Rick Rodgers & Michele Weiss of the Lancaster Barnstormers.
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.
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