We take pride in our level of integrity, our depth of knowledge, and the quality of our service.
The singular goal of each individual at Rodgers & Associates is to help clients become financially independent for retirement. Our team approach to client service has evolved over our 25+ years. By working together, we can take advantage of the strengths and experience of each person to make sure each client receives the same high-quality experience.
Our Collaborative Approach
Each adviser has a limited number of clients they advise to assure everyone receives the attention they deserve. Team meetings are scheduled at regular intervals for the purpose of sharing issues and solutions and to promote collaboration. Advisers on the investment committee work together to determine our buy and sell lists.
Efficient financial planning requires seamless collaboration and teamwork. A backup adviser is assigned to each client in the event the primary adviser is unavailable. Our commitment to each client can continue without any lapse in service and with the same level of quality our clients have come to expect from Rodgers & Associates.
Our Core Values
Our goal is to provide the best possible client experience through innovation, continuous improvement, and an intense focus on client needs.
Responsibility, respect, good judgment, and cooperation are qualities of all employees. We act solely in our clients’ best interests with undivided loyalty to them.
The highest standards of ethical behavior is expected of all employees. With a strong understanding of what is right and wrong, we are fair and honest in all we say and do. Trust is earned through the consistency of our actions and commitment.
The common purpose of improving the lives of all neighbors while being a good steward of our resources is one of our priorities. Diversity among people, ideas, thinking, and beliefs expands our perspectives and helps change the world for the better.
Success is best achieved by working together to accomplish goals. Clients, employees, other professionals, and suppliers are treated with mutual respect and sensitivity. Our teamwork environment encourages everyone to contribute.
Meet Our Team
Meet our Founders
Rick and Jessica started Rodgers & Associates because they felt financial advice should be driven by a client’s financial goals and objectives, not sales.