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 Newsletters

Will Changes to the Life Expectancy Tables for RMDs Make a Difference?

January 9, 2020

Since the majority of retirees take more than their RMD annually, new life expectancy tables should not have a significant impact.

Are Your Heirs Ready? 3 Lessons to Teach Children About Wealth Now

December 26, 2019

Steps you can take to help ensure that your wealth helps future generations.

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Latest Blog Posts

Is a Loan from my 401(k) a Good Idea?

By Christopher Hershey, January 16, 2020

While it can be tempting to borrow from your 401(k) in the event of an emergency, it’s important to consider the impact of reducing the balance of your retirement plan.

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The Alternative Minimum Tax and Form 6251

By Richard Elias, December 19, 2019

Get familiar with the Alternative Minimum Tax and learn what triggers this part of the tax code.

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Converting your paper savings bonds to an electronic format allows you to access their current rate and value, which is especially important as you plan for retirement.

Read more »

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Latest Updates

Rodgers & Associates Returns As A Presenting Sponsor Of 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 $10,550,282 to support organizations that will enhance the lives of our local community.

 

Rick Rodgers is Guest on WITF Smart Talk
Rick was a guest on WITF Radio Smart Talk program, “When Planning for Retirement, Timing is Everything” that aired on August 2nd.

 

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)

 

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