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

Each new tax year could provide a great opportunity to convert funds from a traditional IRA to a Roth IRA, but the decision can involve many moving parts and should be evaluated carefully.

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They may appear to be similar but are often very different.

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Considerations if your portfolio is made up of one large stock.

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Latest Updates

Community Businesses Partner Together for Mission Makeover
MissionMakeoverA 7 day complete kitchen and dining area makeover at the Water Street Mission.  We are very proud to support this project that will improve an important service in our community.  Click here to see project details and here to watch a video introducing the project.
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.  
Mike Helveston Was Quoted
in an article on LancasterOnline titled “Local Professionals See Little Downside to Fed Hike”.
Rick Rodgers Named LCCI 2015 Small Business Person of the Year
LCCI We are proud to announce Rick Rodgers was named the 2015 Small Business Person of the Year at the Lancaster Chamber of Commerce and Industry’s 143rd Annual Dinner on May 27th. You may view a video and find out more about the award here.    
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