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Patrick Carney, CFP®, CRPC®

Certified Financial Planner Professional

Patrick Carney

“The most compelling case for working with a financial planner is: you don’t know what you don’t know. Whether it’s determining the right social security strategy, choosing the best investment to take money from, or figuring out the most tax-efficient ways to give money to charity, working with an experienced financial planner can make the difference between a mistake and a well-executed plan.”

Patrick Carney

Patrick Carney, CFP®, CRPC® joined Rodgers & Associates with 10 years’ experience in the financial services industry. He spent seven years at Vanguard where he served as part of the management team. While there, he supervised a group that was responsible for the client rollout of Vanguard’s new brokerage account platform, one of the largest technology projects in Vanguard’s history.

At Rodgers & Associates he joins a team of financial planners who provide independent, fee-only comprehensive tax, estate, and investment planning advice to guide our high-net-worth clients toward their financial goals.

Patrick resides in Lancaster with his wife Shelly, his sons Rowan and Ian and their rescued dog Johnny. He is also an avid year-round griller.

Recent Posts from Patrick Carney

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