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

Are Qualified Charitable Distributions (QCD) Permitted from SEP IRA, SIMPLE IRA, 401(k) or 403(b) Accounts?

August 22, 2019

Qualified Charitable Distributions (QCDs) can be given from some accounts other than IRAs to eliminate tax on donations. Learn how to plan effectively to minimize future tax liability.

Is Your Vacation Home a Residence or a Rental Property?

August 8, 2019

Understand how the IRS differentiates between these investments when planning how to use the property personally.

All Newsletters »

Latest Blog Posts

Are You Missing Out on These 3 Common Tax Strategies for Retirees?

By Mike Helveston, August 15, 2019

There are a few tax strategies for retirees that could increase your refund or at least help to trim the tax you owe.

What Lessons Can Philanthropy Teach Us?

By Jeremie Patrick, July 18, 2019

Under the Tax Cuts and Jobs Act, QCDs Can Be a Valuable Giving Tool

By Patrick Carney, June 20, 2019

As a result of the Tax Cuts and Jobs Act, the vast majority of taxpayers began taking the increased Standard Deduction. Because of this, most taxpayers will no longer get a tax benefit from their charitable giving.

All Blog Posts »

Latest Updates

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)

Rick Rodgers’ Podcast Interview

Rick Rodgers was a guest on the Money Tree Podcast. He shared some information on long term tax strategies. You can listen to the interview here.

Rick Rodgers is Guest on WITF Smart Talk

Rick was a guest on the first WITF Radio Smart Talk program that aired on October 8^th of 2008. Ten years later he participated in Smart Ta

lk's anniversary broadcast to look back at the recession and the factors that had an impact on the recovery.

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