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

The stock market may fluctuate based on presidential elections, but it’s not always in a negative way.

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What You Need to Know about Target Date Funds

By Robin Russo, October 20, 2016

Target date retirement funds involve creating an asset mix that rebalances according to a selected time frame.

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Latest Newsletters

Don't Retire Broke!

November 29, 2016

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Latest Updates

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.
WITF Panel Discussion
witf-when-im-65 Rick Rodgers CFP®, participated in a panel discussion on the documentary When I’m 65 which aired on WITF-TV channel 33 on Sunday, October 30th.  The panel discussion was moderated by WITF’s Smart Talk host Scott LaMar and was sponsored by the Pennsylvania Department of Banking and Securities.   The documentary explores how our financial and lifestyle choices today can have a significant impact on our retirement savings.  
Rodgers & Associates Will Again Serve As A Drop-Off Location For Toys For Tots
Toys 4 TotsPlease consider bringing a new unwrapped toy to donate when you visit our office from now until December 8th. We are located at 2025 Lititz Pike, Lancaster PA 17601.
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