Mike Helveston, CFP®, CRPC®

Certified Financial Planner Professional

Mike Helveston

“We give clients real perspective on what their retirement can look like. Once you stop working, you need a great strategy in place to make your money work for you. We provide people with the most effective way to spend and give their money, while maintaining their lifestyle throughout retirement.”

Mike Helveston

Mike Helveston, CFP®, CRPC® joined Rodgers & Associates in 2007 after distinguishing himself for eight years in The Vanguard Group’s personal financial planning division. With Rodgers & Associates he provides high-quality, comprehensive financial, tax and investment planning advice to guide our high-net-worth clients toward their financial goals.

Mike has appeared on television and radio discussing various financial planning issues and was recently quoted in the Wall Street Journal.

Mike has served as a volunteer mortgage counselor with Tabor Community Services and a student financial literacy volunteer for Junior Achievement. His hobbies include golfing with friends, listening to music and watching professional sports. He resides in Chester County, PA with his wife and three children.

Recent Posts from Mike Helveston:

Certified Financial Planner
Member, National Association of Personal Financial Advisors
Member, Financial Planning Association

Contact Rodgers & Associates

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