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Mike Helveston, CFP®, CRPC®

Certified Financial Planner Professional

Mike Helveston

“Once you stop working, you need a great strategy in place to make your money work for you. We provide people with an effective way to invest, spend and give their money.”

Mike Helveston

Mike Helveston, CFP®, CRPC® is Director of Adviser Services. He manages the team of advisers and is responsible for maintaining the firm’s financial planning process. In addition, he provides comprehensive tax, estate and investment planning advice to guide our high-net-worth clients toward their financial goals. Mike joined Rodgers & Associates in 2007 after starting in the profession over 15 years ago with Vanguard.

Mike is a contributor to Forbes and also writes for FiGuide, the NAPFA Personal Finance Blog. He has also appeared on television and radio discussing various financial planning issues and has been quoted in the Wall Street Journal.

Mike has served the community as a volunteer mortgage counselor with Tabor Community Services, a student financial literacy volunteer for Junior Achievement and as a mentor through Bridge of Hope. His hobbies include running, golfing with friends, listening to music and watching professional sports. He resides in Downingtown, PA with his wife and three children.

Recent Posts from Mike Helveston

Certified Financial Planner
Member, National Association of Personal Financial Advisors
Member, Financial Planning Association

Contact Rodgers & Associates

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800
Toll-Free: 888-876-3437
2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437