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.

Our Services Include

Retirement Planning

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

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

Keep more of your money with tax-efficient strategies.
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Latest Blog Posts

Long-Term Care and the Insurance Need

By Robin Russo, November 16, 2017

Curious about long-term care insurance and if it is worth it? In this blog post, we answer common questions about long-term care insurance.

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Medicare vs. Medicare Advantage Plans

By Mike Helveston, October 16, 2017

Learn about different Medicare plans and the benefits of each to decide which is right for you.

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Is Your Adviser Worthy of Your Trust?

By Ryan Kelly, September 13, 2017

It’s not enough to connect with your financial adviser. Use these 10 questions to find a financial adviser you can trust with your finances.

Read more »

All Blog Posts »

 

Latest Newsletters

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Latest Updates

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 $8,636,084 to support organizations that will enhance the lives of our local community.      
Rodgers & Associates Returns As A Presenting Sponsor Of The Extraordinary Give
Friday, November 17th is Lancaster County's Largest Day of Online Giving. The Extraordinary Give is a chance for you to be a part of this community-wide celebration of giving. Learn more about the Extraordinary Give in this Central Penn Business Journal article.  
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, 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.

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