All Creatures Great & Small
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…
UDS Gift Wrapping at Park City Mall 2024!
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…
Supporting Toys for Tots
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…
Long Time Adviser Lee Pelko Retires
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…
Building a Legacy of Volunteerism
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…
Gabrielle Gioia, CFP® is quoted in For Women First Magazine
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
Rodgers & Associates is a Stretch Pool Sponsor for Give Local York
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…
Rodgers & Associates Team News
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…
Adviser Jared Wilcox CFP® Receives the Generosity Catalyst Award
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…
Supporting Toys for Tots
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 Lancaster Community Shows Its Support of Hospice and Community Care
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…
We would love to meet you!
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…
New Adviser Designations
Congratulations to Ashley Duff who earned the Chartered Retirement Planning Counselor™ (CRPC®) designation from the College for Financial Planning, as well as Jared Wilcox and Steve Elliker who earned the…
Supporting Toys for Tots
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…
Chris Hershey, CFP® is quoted in U.S. News & World Report.
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…
Shred Day at The Manor
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…
A Day of Fun and Family
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…
Rodgers & Associates Team News
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…
Rodgers & Associates is thrilled to be the Presenting Sponsor for the Hospice & Community Care’s 38th annual Labor Day Auction
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…
Chris Hershey, CFP® is a guest on Good Day PA
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…
Rodgers & Associates Team News
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…
Emerald’s Hometown Hero – October 2021: Rick & Jessica Rodgers
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…
Rodgers & Associates Receives Corporate Philanthropy Award from the Association of Fundraising Professionals
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…
Rodgers & Associates Team News
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…
Rodgers & Associates is excited to partner with Water Street Ministries as the presenting sponsor of their new Restorers Podcast!
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…
Rodgers & Associates is pleased to join the United Way of Lancaster County (UWLC) in the launch of Project S.O.S., “Share OUR Stimulus”
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…
Adviser Patrick Carney CFP® was Interviewed for U.S. News & World Report Article on 2021 RMDs
Read the article here: Start Planning for Your 2021 RMDs Now
Rodgers & Associates Returns As A Presenting Sponsor Of The Extraordinary Give
Congratulations, clients and friends! Thanks to your generous hearts and others within Lancaster County, Extraordinary Give was once again a smashing success. Together we raised $13,489,850 to support organizations that will…
Adviser Patrick Carney CFP® was Interviewed for U.S. News & World Report Article
Read the article here: How People Spent Their Stimulus Checks – and What You Can Learn From Them
Adviser Chris Hershey is Interviewed for LNP Article
Read the article here: Lancaster County financial experts: Stick to your long-term retirement savings plan.
Rodgers & Associates Sponsors Vibrant Living Segments on ABC 27
Rodgers & Associates is proud to sponsor a new show segment on ABC 27’s daily lifestyle program Good Day PA airing each weekday at 10 AM. The feature, Vibrant Living, is designed…
Rodgers & Associates Named a 2020 Best Places to Work for Financial Advisers by InvestmentNews
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…
Robin Russo Retires
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…
Rick & Jessica Rodgers are Chosen for Water Street Ministries Restorer of the City Award
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…
Rodgers & Associates Was Named Lancaster’s Best Wealth Adviser
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…