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

On July 23, 2014, the Securities and Exchange Commission (SEC) issued final rules to regulate money market mutual funds.

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It makes sense when you consider why retirement accounts are protected.

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High and low income taxpayers alike can cash in on the savings.

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Latest Updates

Lee Pelko of Rodgers & Associates Will Present Veterans’ Benefits for You and Your Family
VeteransThis free seminar will be held on Thursday, October 30, from 3-4:30 p.m. at Hospice & Community Care, 685 Good Drive, Lancaster, PA. Kim Carter Patterson, Esq., Blakinger, Byler & Thomas P.C. will also be presenting. Registration is required. To register call Pat Cochrane at (717) 295-3900.        
The Extraordinary Give Is November 21st!
Friday, November 21st is Lancaster County's largest day of online giving. The Extraordinary Give extragive2014-1408631682_8544-2014-give-logo-squareis a chance to be part of a community-wide celebration of giving. Rodgers & Associates will be a presenting sponsor.

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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