Rodgers & Associates

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Financial Advisers Specialized Wealth Management in Lancaster, PA - Rodgers Associates Skip to content 717-560-3800 rodgers-associates.com Protecting Your Wealth. Planning Your Future. We are fee-only financial advisers who focus on helping you become finan­cially independent for retirement. Together, we specialize in the needs of high-net worth investors and provide ongoing guidance that puts your interests first. Learn about our approach Get unique and valuable insight into your retirement journey See Our Free Retirement Guides Now Updated for 2026! We know retirement is about far more than finances. That’s why our approach considers all aspects of your life as we create and implement your unique plan together. What We Provide Tailored insight along your journey We view retirement in five distinct phases, which we call AGILE. In each phase, we help you navigate critical decisions and milestones on your path to reaching your goals. Under­stand your journey Services for every stage of retirement We address your financial and personal consid­er­a­tions through a range of coordi­nated services, including investment management, social security guidance, estate planning, and healthcare advice. What we offer Our process The CFP Board’s seven-step financial planning process guides our partnership, but we also uncover oppor­tu­nities aimed to minimize taxes, risk, and expenses as we protect your wealth. See our process Not sure where to start? Select your place in your retirement jo

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