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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. He has been providing financial advice and service to high net worth individuals and families for over 10 years. Prior to joining Rodgers & Associates Ryan was employed by a Registered Investment Advisor in the Philadelphia area.

As a member of the Rodgers & Associates planning team, Ryan creates and executes tax-efficient retirement plans. He advises clients on all aspects of their financial lives including portfolio management, estate planning, Medicare, Social Security and individual healthcare planning.  In addition, he works to develop a tax-efficient Social Security and investment withdrawal strategy to help clients keep more of their money during their retirement years. Ryan is a member of the Financial Planning Association.

A native of Lancaster County, Ryan is from Lititz and happy to be back “home”. 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