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

Comparing Time-Weighted Returns and Dollar-Weighted Returns

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7 Tips for Establishing an Emergency Fund

By Erika Eckman, March 16, 2017

Building an emergency fund, even by starting out small, can provide pay big benefits when faced with an actual financial crisis.

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Should Bonds Still be Part of Your Portfolio?

By Tiffany Leherr, February 23, 2017

Making bonds part of your portfolio is a good, sustainable course of action if the decision is informed and made based on your needs and goals.

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Latest Newsletters

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Latest Updates

Lancaster Symphony to Honor Rick and Jessica Rodgers
The Symphony Salutes program recognizes the contributions of outstanding members of the Central Pennsylvania community. This year, the symphony is proud to honor Rick & Jessica Rodgers.
Giving is in Style
Congratulations to Rick Rodgers for being named one of Susquehanna Style’s Men of Style for his contributions to our community.
Rodgers & Associates Welcomes Tiffany Leherr, CFP®
Tiffany Leherr, CFP® has joined the Rodgers & Associates financial planning team. Please join us in welcoming her to the firm.
Rick and Jessica Rodgers Honored
spirit-of-philanthropyWe are proud to announce Rick and Jessica Rodgers received the Central Penn Business Journal's 2016 Spirit of Philanthropy Award on November 7th. This award recognizes a person (or company), who has made a meaningful impact on the well-being of the Central Pennsylvania community through their generous and significant charitable contributions
Rodgers & Associates Returns As A Presenting Sponsor Of The Extraordinary Give
extragive 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 $7,167,707 to support organizations that will enhance the lives of our local community.    
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