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  • Integrity.
  • Independence.
  • Peace of Mind.

Protecting Your Wealth,
Planning for Your Future

Our advisors 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.

We are independent and fee-only, so our only loyalty is to you.

Retirement Planning

Wealth Management

Tax-Efficient Strategies

Latest Blog Posts


...which might be called gain indifference.

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Equities are among the best long-term investments, despite being terrifying in the short term.

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Investment Adages You May Want to Trust

By Robin Russo, July 8, 2014


Keep these adages in mind as you review your investment strategy.

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Latest Newsletters

Three-Legged Stool

Investors have more control over their taxes in retirement than they think.

Learn more in Rick Rodgers’ book from Wiley & Sons, The New Three-Legged Stool »

Watch Rick Rodgers Introduce His Wealth Management Firm
Armstrong Manor

The Manor in Lancaster, Pennsylvania — home of Rodgers & Associates »

Rodgers & Associates
2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437