Rodgers & Associates is a wealth management firm located in Lancaster, PA. We focus on the needs and concerns of high-net-worth individuals who are retired or expect to retire within ten years.
As a Fee-Only Registered Investment Adviser, we are, by law, fiduciaries for our clients. This means that we must act in our client’s best interest at all times. We are not registered representatives of any broker/dealer. We do not accept any compensation from the producer or distributor of any financial products. Our compensation is from fees paid to us by our clients. We believe this type of compensation reduces the possibility of any conflict between our interests and those of our clients.
A Dedicated Team of Professionals
Our advisers and professional services staff are committed to our clients, each other, and to our profession. We take pride in our level of integrity, depth of knowledge, and the quality of our service.
We believe in doing our part to create a thriving community. We are deeply committed to initiatives and organizations that improve lives and lead to real change in our region.
We are headquartered in a property that for many years had been known as The Armstrong Manor. This former farmhouse provides ample space for our growing team and also allows us to give back to the community.
Since 1996, we’ve been committed to a mission that puts our clients first: helping individuals become financially independent for retirement.
Co-founders Rick & Jessica Rodgers started the firm with a vision of helping families prepare for a worry-free retirement through creating and conserving wealth. Since our founding, we have focused on retirement planning, working with clients throughout Central PA and beyond to help them navigate their retirement journey.