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

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 »

What is the Best Way to Save for College?

By Mike Helveston, August 17, 2017

Compare 529 plans, investment savings accounts, paying once schools starts, and using student loans.

Read more »

5 Strategies for Gifting to Adult Children

By Patrick Carney, July 20, 2017

Gifting to adult children can be a rewarding way to enrich their lives.

Read more »

All Blog Posts »

 

Latest Newsletters

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Latest Updates

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.
Rodgers & Associates Was Again Named Lancaster’s Best Wealth Management Firm
  Susquehanna Style Magazine’s readers have selected Rodgers & Associates as the best Wealth Management Firm in Lancaster for 2017.  
Rick Rodgers on WITF Smart Talk Radio
Rick Rodgers was interviewed and answered some call-in questions on personal finance and retirement strategies. You can listen to the program here.
Rodgers & Associates Invests in Lancaster County
Rodgers & Associates has pledged to contribute to the Extraordinary Give stretch pool for the 5th straight year. The Give is an incredible one-day online giving event that encourages the community to give back to local nonprofits. This year’s event will have the largest stretch pool to date at $500,000. How will the Lancaster County community, after raising a staggering $7.1 million last year for 427 nonprofits, respond on November 17th? Find out more at extragive.org.
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