Ryan Kelly, CFP®, CRPC®

Certified Financial Planner Professional

Ryan Kelly

“By the time investors reach their retirement years, their financial picture has become complex and requires a customized plan to meet each individual’s unique circumstances and needs. A financial planner working in your best interest can provide the professional perspective and skills to gather all of the details and develop a streamlined plan that is designed to maximize the potential of the investor’s resources.”

Ryan Kelly

Ryan Kelly, CFP®, CRPC® joined Rodgers & Associates in 2015, bringing over 9 years of experience providing financial services to high net worth individuals and families.

After a short time as a Registered Representative, Ryan decided to seek an advisory firm that provided a comprehensive approach to financial planning and operated as a fiduciary. Prior to joining Rodgers & Associates he worked for a Registered Investment Advisor in the Philadelphia area where he focused on tax-efficient portfolio management, tax return preparation and estate planning, as well as Social Security, Medicare and individual healthcare planning.  Ryan is a member of the Financial Planning Association.

A native of Lancaster County, Ryan is from Lititz and happy to be back “home” servicing the area residents’ financial planning needs. Outside of the office, Ryan enjoys spending time with his wife Megan, son Leland and their two dogs. He is an avid runner and enjoys participating in obstacle course races.


Recent Posts from Ryan Kelly

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