Company News

When Patrick Carney joined Rodgers & Associates in 2015, he may not have envisioned that a decade later, he’d be serving as our Manager of Adviser Services and be such a vital member…

The vibrant commu­nities of the Lancaster-Lebanon area are unique and special, partly because of their small businesses. SCORE and its mentors are instru­mental in helping small businesses succeed and write…

We had the oppor­tunity to sponsor the Schreiber pediatric gala again this year. The event raised more than $487,000, a record-breaking amount! Schreiber’s mission is to help every child achieve their…

Employees are important to every business, but when your product is your service, the team is every­thing. We are fortunate to have so many great people on our team, and…

We are privi­leged to support WITF, our local Public Broad­casting Service station.  Through our sponsorship, a few members of our team and their guests attended the All Creatures Great & Small Season…

We had the honor of sponsoring the UDS gift-wrapping booth at Park City Mall for their 54th anniversary. This sponsorship will help relieve the stress of wrapping during the busy…

We are so thankful for the continued generosity of our clients and employees.  Their donations of toys to our annual drive for the Lancaster Toys for Tots program is always…

Congrat­u­la­tions to Lead Financial Adviser Lee Pelko on her recent retirement. We thank her for her 20 years of service helping our clients with their retirement goals. Best wishes to…

Susan Connors, and her son Reese, have been volun­teering together at the Hospice & Community Care Labor Day Auction for years. Their service together has taught Reese some important lessons. Read…

How long should you keep tax returns since the IRS can audit you beyond 3 years? Read the article here to find out:  For Women First Magazine

Give Local York raised over $5.2 million in 2024!  Over 12,000 donors gave to more than 320 local chari­table organi­za­tions.  We are proud to support such an impactful event for…

We are excited to announce that  Brittany Luttrell has earned the Chartered Financial Consultant (ChFC®)  desig­nation and was promoted to Financial Adviser. Please join us in congrat­u­lating her on achieving…

We are excited to announce the National Christian Foundation Lancaster has presented Jared Wilcox CFP® with the Generosity Catalyst Award. The award is given by the NCF Lancaster Generosity Council…

We are so thankful for the continued generosity of our clients and employees.  Their donations of toys to our annual drive for the Lancaster Toys for Tots program is always…

The 39th Annual Hospice and Community Care Labor Day Auction success­fully reached its goal of raising $1 million to help provide care and support for patients and families coping with…

Visit our booth at the Lancaster 50+ Expo on Wednesday, September 20th, from 9:00 AM to 2:00 PM at Spooky Nook Sports, 75 Champ Boulevard, Manheim. You can find out…

We are so thankful for the continued generosity of our clients and employees.  Their donations of toys to our annual drive for the Lancaster Toys for Tots program is always…

U.S. News & World Report ranks Lancaster, PA as the number 1 best place to retire in the U.S. according to the Nov 1st article by Emily Brandon.  Read the article here to…

Rodgers & Associates held our annual “shred day” at The Manor on Saturday, September 24. Shredding documents is one of the easiest ways to help ensure the confi­dential infor­mation in paper…

On September 10th our team was able to enjoy food and games with our families on the lawn of The Manor. During this year’s picnic, Enck’s Catering served the usual…

We are pleased to announce the recent hire of Brittany Luttrell as an Associate Adviser!  She is pursuing the CERTIFIED FINANCIAL PLANNER™ desig­nation and will be working alongside our advisers…

Looking for a fun-filled weekend with vintage finds, a raffle, delicious treats and thousands of auction items? Hospice & Community Care’s Labor Day Auction is the place to be! This free event features…

Adviser Chris Hershey, CFP®, recently appeared as a guest on ABC 27’s Good Day PA with host Adis Juklo to discuss our process for helping people to become finan­cially independent for…

We are excited to announce that two members of our profes­sional services team have earned the Financial Paraplanner Qualified Profes­sional™ desig­nation.  Nicole Kratz, Client Services Assistant and Michelle Sweigart, Lead…

Rick and Jessica are long-time volun­teers and supporters of the community. In 2016, they were chosen as the first recipient of the Susan C. and Gerald C. Eckert Service and…

The Central Pennsyl­vania Chapter of the Associ­ation of Fundraising Profes­sionals (AFP) recog­nizes leaders in philan­thropy each year on National Philan­thropy Day.  This year the 2021 winner in the category of…

We are excited to announce that two of our former Associate Advisers, Gabrielle Gioia and Adam Sclafani, have earned the presti­gious CFP® desig­nation and were promoted to Financial Adviser. They…

Each Restorers Podcast intro­duces the heroes working in Lancaster and beyond to fight homelessness and poverty in the community. Our sponsorship helps to cover production and marketing expenses related to…

Project S.O.S., “Share OUR Stimulus” is a fund for stimulus check donations distributed to individuals who have experi­enced setbacks due to COVID-19. Many of the 150 million Americans who received stimulus checks…

Read the article here: Start Planning for Your 2021 RMDs Now

Read the article here: How People Spent Their Stimulus Checks – and What You Can Learn From Them

Read the article here: Lancaster County financial experts: Stick to your long-term retirement savings plan.

Invest­mentNews has recog­nized Rodgers & Associates as one of 75 standout employers in the financial advice industry.  We are proud to receive this honor. Now in its third year, Invest­mentNews partnered…

Congrat­u­la­tions to adviser Robin Russo on her recent retirement. We thank her for her years of service helping our clients with their retirement goals. Best wishes to her and her…

This award is given to an individual who has devoted time and resources to improving the Lancaster community. Utilizing their God given gifts and resources, they have repaired struc­tures or…

Susque­hanna Style Magazine’s readers have selected Rodgers & Associates as the Best Wealth Management Firm in Lancaster for 2019*. *The “Best of” program is a non-prompt based survey that goes out to Susquehanna…