Rodgers & Associates financial advisers specialize in financial planning for investors who are retired or expect to retire within five years.
Today, individuals retire earlier and live longer than ever before. The new wisdom is to plan for thirty years of retirement. We work with clients to free them from their concern that they will outlive their assets.
Rodgers & Associates is independent and fee-only, so our only loyalty is to you.
The Benjamin Rush Award honors organizations and non-physicians for outstanding contributions to the health and welfare of the people of Lancaster County. Rodgers & Associates was presented the award this year by the Lancaster City & County Medical Society for their support of the Water Street Mission Makeover project. Pictured L to R, James Kelly, MD; Robin Russo, Certified Financial Planner™; and David Simons, DO
Rodgers and Associates is a proud sponsor of SCORE as they partner mentors with local small business owners. On April 19th SCORE acknowledged some of these great small business successes at their Small Business Awards Luncheon.
Rodgers & Associates is a wealth management firm located in Lancaster, PA. Our financial advisers offer fee-only financial planning to clients in the Central Pennsylvania area as well as across the country.
As a Registered Investment Adviser (RIA), we are held to a fiduciary responsibility, placing our clients’ interests above all others.
We believe that objective Certified Financial Planner™ professionals and members of the National Association of Personal Financial Advisors (NAPFA) represent their clients’ best interests throughout the planning process.
Our wealth management service extends beyond asset and investment management to include tax planning, charitable giving and estate planning, creating efficiencies wherever possible.
Our team of financial planners follows our proprietary six-point process, WealthGuard™, as they work with you to help protect the wealth you’ve built.
For each of our clients, we develop, follow, and maintain a written plan for financial independence and a worry-free retirement.