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

What is the Rodgers & Associates Financial Planning Process?

May 27, 2020

Our approach to retirement planning combines the seven-step process outlined by the Certified Financial Planner Board of Standards with our own unique focus on maximizing tax efficiency, managing risk, and minimizing expenses throughout retirement.

Is a Testamentary, Dynasty, Incentive or Spendthrift Trust Right for Your Family?

May 13, 2020

Establishing a trust can be a prudent way to pass assets from one generation to the next since it addresses issues that may arise from transferring wealth outright.

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Latest Blog Posts

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While retirement might not be a high priority for young children, starting a Roth IRA early and making small contributions can go a long way over time.

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Review Your Social Security Records

By Lee Pelko, April 15, 2020

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By accessing your Social Security records online, you can verify that your benefit information is correct, update information, and receive information on estimated benefits based on your anticipated retirement date.

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Learn why we use time-weighted return as a reporting metric and see how it gives you an accurate picture of portfolio changes over time.

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Latest Updates

Rodgers & Associates Named a 2020 Best Places to Work for Financial Advisers by InvestmentNews
InvestmentNews has recognized Rodgers & Associates as one of 75 standout employers in the financial advice industry.  We are proud to receive this honor. (Selection details)

 

Robin Russo Retires
Congratulations to adviser Robin Russo on her recent retirement. We thank her for her years of service helping our clients with their retirement goals. Best wishes to her and her husband as they begin this next chapter in their lives. 

 

Rick & Jessica Rodgers are Chosen for Water Street Ministries Restorer of the City Award
This award is given to an individual who has devoted time and resources to improving the Lancaster community. Utilizing their God given gifts and resources, they have repaired structures or programs that have atrophied; they have made a significant investment of time, talent, or money in an existing social service organization; Or they have created a new structure or program to improve the lives and well-being of those in our community. Click here for more information. (Details)

 

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.

 

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