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.

Estate Planning

Strategies to preserve the wealth you’ve worked so hard to build.

Tax-Efficient Strategies

Keep more of your money with tax-efficient strategies.

Latest Newsletters

A Good Plan Can Help Take the Pain Out of Capital Gains

August 5, 2020

Since long-term capital gains are taxed at a lower rate than other types of income, selling these types of assets can be a tax-efficient strategy.

Contributing Too Much to Your IRA Can Cost You

July 22, 2020

Learn about contribution limits for traditional and Roth IRAs and get advice on how to minimize penalties if you’ve contributed too much in a given year.

All Newsletters »

Latest Blog Posts

What is a Money Script?

By Patrick Carney, July 15, 2020

We all have different “money scripts,” or things we tell ourselves about money that impact our financial decisions. Becoming aware of these thoughts—and the impact they have on our spending and saving behaviors—is important as you plan for and enter retirement.

Traditional IRAs Are Not Like Other Assets in Your Estate. Here’s Why.

By Erika Eckman, June 17, 2020

Traditional IRAs are subject to a unique set of complex rules. Here are 6 significant differences between IRAs and other financial assets.

Should Your Child or Grandchild Have a Roth IRA?

By Lee Pelko, May 20, 2020

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.

All Blog Posts »

Latest Updates

Rodgers & Associates Stands Against Racism

A renewed uprising across our country has demanded renewed commitments from those of us who are determined to end racism in our businesses and in our communities. Our firm publicly commits to continually examine our policies, procedures and actions that may directly or indirectly enforce the disparities suffered by Black Americans and People of Color and work to end all such practices. Rodgers & Associates is also proud to join the supporters of In Good Company, Lancaster in affirming our stance condemning the acts of violence, hatred, racism and injustice that People of Color have experienced for generations. https://goodcompanylancaster.com/open-letter-on-racism/

Adviser Chris Hershey is Interviewed for LNP Article

Read the article here; Lancaster County financial experts: Stick to your long-term retirement savings plan

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)

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.

*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

Protecting Your Wealth, Planning for Your Future