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

Traders vs. Investors

By Patrick Carney, January 19, 2017

Traders and investors view stocks in very different ways.

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A spouse may not be the best beneficiary for your life insurance policy

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How are Social Security Benefits Calculated?

By Rick Rodgers, November 17, 2016

Social Security benefits are calculated in a very specific way, here’s how.

Read more »

All Blog Posts »

 

Latest Newsletters

Thoughts on Improving Retirement Readiness

January 19, 2017

There are both automatic enrollment and voluntary programs to optimize your retirement readiness.

All Newsletters »

Latest Updates

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 Journals 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.    
Rick Rodgers featured in B2B Magazine
b2b Business to Business magazine’s November Issue features an article on Rick Rodgers. Click here to read the digital version.
Rick Rodgers Quoted
Rick Rodgers, president of Rodgers & Associates, was quoted in a LNP article titled It’s Never Too Late to Plan for Retirement.  You can link to the online version here.
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