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.

Our Services Include

Retirement Planning

Get personalized advice and guidance to help achieve your retirement goals.

Estate Planning

Strategies to preserve the wealth you’ve worked so hard to build.

Tax-Efficient Strategies

Keep more of your money with tax-efficient strategies.

Latest Newsletters

One Year from Retirement? What You Should be Doing to Get Ready

February 20, 2020

Learn how to make the final year before retirement worry-free by addressing key concerns, from budgeting to benefits.

As You Approach Retirement, How You Save is Extremely Important

February 6, 2020

In planning for retirement, how you save is just as important as how much you save. Learn how you can save tax-efficiently by diversifying your assets across accounts that are taxed differently.

All Newsletters »

Latest Blog Posts

In Successful Wealth Transfers, Trust May Be More Important than Trusts

By Jeremie Patrick, February 20, 2020

Why do the majority of wealth transfers fail? Learn how to have the right conversations with your heirs now so they can learn how to properly manage their inheritance.

Is a Loan from my 401(k) a Good Idea?

By Christopher Hershey, January 16, 2020

While it can be tempting to borrow from your 401(k) in the event of an emergency, it’s important to consider the impact of reducing the balance of your retirement plan.

The Alternative Minimum Tax and Form 6251

By Richard Elias, December 19, 2019

Get familiar with the Alternative Minimum Tax and learn what triggers this part of the tax code.

All Blog Posts »

Latest Updates

Rick & Jessica Rodgers are Chosen for Water Street Ministries Restorer of the City Award

This award is given to an individual who has devoted time and resources to improving the Lancaster community. Utilizing their God given gifts and resources, they have repaired structures or programs that have atrophied; they have made a significant investment of time, talent, or money in an existing social service organization; Or they have created a new structure or program to improve the lives and well-being of those in our community. Click here for more information. (Details)

Rodgers & Associates Returns As A Presenting Sponsor Of The Extraordinary Give

Congratulations, clients and friends! Thanks to your generous hearts and others within Lancaster County, Extraordinary Give was once again a smashing success. Together we raised $10,550,282 to support organizations that will enhance the lives of our local community.

Rick Rodgers is Guest on WITF Smart Talk

Rick was a guest on WITF Ra

dio Smart Talk program, “When Planning for Retirement, Timing is Everything” that aired on August 2^nd.

Rodgers & Associates Was Named Lancaster’s Best Wealth Adviser

Susquehanna Style Magazine’s readers have selected Rodgers & Associates as the best Wealth Management Firm in Lancaster for 2019. (Details)

AS SEEN ON TV

Have you seen our advisers in the Project Wealth segments on WGAL TV 8? Each video focuses on an important financial topic and is designed to help people make smart decisions about wealth. Click here to watch Project Wealth.

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.

*Registration as an investment adviser does not imply any level of skill or training.

Don't Retire Broke:

An Indispensable Guide to Tax-Efficient Retirement Planning and Financial Freedom

Using easy-to-understand language and real-life examples, Rick teaches you how you can avoid savings pitfalls and costly tax mistakes—many you may not even know about—to help you enjoy the retirement lifestyle you want.

Available Now

Protecting Your Wealth, Planning for Your Future