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

Data Breaches are on the Rise: How to Protect Your Personal Information

October 3, 2019

Learn how to protect yourself from data breaches, and what you can do if your information is compromised.

5 Ways to Save for Retirement…before it’s too late

September 19, 2019

Are you saving enough for retirement? Read about target savings rates and see our strategies for closing the retirement savings gap so you can achieve financial independence.

All Newsletters »

Latest Blog Posts

The Presidential Election Cycle Theory is Just Another Guess

By Tiffany Leherr, September 19, 2019

The Presidential Election Cycle Theory states the stock market is weakest in year one of a presidential term and then improves. Is it a theory you can rely on?

Are You Missing Out on These 3 Common Tax Strategies for Retirees?

By Mike Helveston, August 15, 2019

There are a few tax strategies for retirees that could increase your refund or at least help to trim the tax you owe.

What Lessons Can Philanthropy Teach Us?

By Jeremie Patrick, July 18, 2019

All Blog Posts »

Latest Updates

Rodgers & Associates Will Again Serve as a Drop-Off Location for Toys For Tots

Please consider bringing a new, unwrapped toy to donate when you visit our office from now until December 6th. We are located at 2025 Lititz Pike, Lancaster PA 17601.

Rick Rodgers is Guest on WITF Smart Talk

Rick was a guest on WITF Ra

dio Smart Talk program, “When Planning for Retirement, Timing is Everything” that aired on August 2^nd.

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)

Rick Rodgers’ Podcast Interview

Rick Rodgers was a guest on the Money Tree Podcast. He shared some information on long term tax strategies. You can listen to the interview here.

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, 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