Rick Rodgers
Financial Advisor
Rodgers & Associates
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. Located in Lancaster, PA and serving clients across the country.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
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.
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Get to Know Rick Rodgers
Rick is not taking new clients. Learn about the team here.
Rick Rodgers, CFP®, CRPC® is co-founder and president of Rodgers & Associates. His career in the investment and financial advisory profession began in 1984 with one of the big six Wall Street firms. Twelve years later, he co-founded Rodgers & Associates as a way to concentrate on financial planning. His vision was to help families prepare for a worry-free retirement through the creation and conservation of their wealth. Today, as a leading retirement expert and personal wealth adviser to high-net-worth individuals, Rick provides integrated financial, tax, and investment strategies, retirement planning, executive compensation, and estate and charitable planning.
Rick was the 2015 Lancaster Chamber of Commerce & Industry Small Business Person of the Year Award recipient. In April of 2016, Rick and his wife Jessica accepted the first Susan C. and Gerald C. Eckert Service and Philanthropy Award from Millersville University. For Rick’s contributions to the community he also received the Central Penn Business Journal’s 2016 Spirit of Philanthropy Award and was named one of Susquehanna Style’s 2017 Men of Style.
Since 2010, Rick has been a regular guest on television programs nationwide. Producers and hosts alike have praised Rick for his sharp wit and expert commentary on retirement planning and tax strategy.
He is the author of the book Don’t Retire Broke: An Indispensable Guide to Tax-Efficient Retirement Planning and Financial Freedom, where he offers expert advice on how to navigate complex tax issues using clear language and real-life examples.
A committed Christian, Rick was a field representative for Larry Burkett’s Christian Financial Concepts (now known as Crown Financial Ministries). Active in both his church and community, Rick has also volunteered as a mortgage counselor for Tabor Community Services. He serves or has served on the finance committee of the United Way of Lancaster County and the advisory boards of SCORE Lancaster, The Ware Center, and The Mix at Arbor Place. Rick enjoys golf and spending time with his ten grandchildren.
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients:
- High-net Worth Investors
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Media Mentions and Industry Involvement
Rodgers & Associates is on LinkedIn
Rick Rodgers is Quoted on Fig Lancaster:"Meet The Helping Hands Behind Lancaster’s Annual ExtraGive"
Rick Rodgers is Quoted on The Street: "Last Minute Money Moves to Lower Taxes"
Rick Rodgers is the Author of Don' Retire Broke
Rick Rodgers is the Author of The New Three-Legged Stool: A Tax Efficient Approach to Retirement Planning
Rick Rodgers Contributes to Financial Planning Magazine: "10 Ways to Help Clients Be More Tax Efficient"
Rick Rodgers is a Guest on The Money Tree Investing Podcast: "Long-Term Tax Planning with Rick Rodgers and the Panel Talks about Tax-Free Investing"
Rick Rodgers is Featured on LNP Lancaster Online: "Lancaster financial planner writes a book for those who want a worry-free retirement"
Rick Rodgers Contributes to HCP Live
Rick Rodgers Contributes to Entrepreneur
Rick Rodgers Contributes to the London Training for Excellence Blog: "7 Tips for Keeping Your Financial Fitness Resolution"
Rick Rodgers is Quoted on Kiplinger: "How to Find the Right Financial Adviser for You and Your Money"
Rick Rodgers Contributes to The Atlanta Tribune: "5 Steps to Take Toward Financial Independence in 2017"
Office Locations
2025 Lititz Pike - Lancaster, PA 17601