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

Time After Time

By Lee Pelko, April 26, 2016

The media and the crowd.

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Ignore After-Tax Savings at Your Own Peril

By Rick Rodgers, April 19, 2016

Your after-tax savings also offers tax advantages and other important benefits you may not be thinking about.

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It's important to control your spending.

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Latest Updates

We are Proud to Announce
Rick & 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.
Rodgers & Associates Welcomes Ryan Kelly, CFP®
Ryan Kelly CFP® has joined the Rodgers & Associates financial planning team. Please join us in welcoming him to the firm.  
Rodgers & Associates Was Named Lancaster’s Best Wealth Management Firm
Susq Style Best of Susquehanna Style Magazine’s readers have selected Rodgers & Associates as the best Wealth Management Firm in Lancaster for 2015.  

Latest Newsletters

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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