Rodgers & Associates Email Format

Financial ServicesPennsylvania, United States11-50 Employees

Rodgers & Associates is a fee-only, independent Registered Investment Adviser headquartered in Lancaster, Pennsylvania. The firm concentrates on serving high-net-worth individuals who are retired or nearing retirement within ten years, aiming to address their financial planning and investment needs with a fiduciary approach. Positioned within the financial services industry, it offers investment oversight and guidance tailored to clients seeking retirement-focused strategies and risk management in a predominantly advisory capacity. The company operates from its Lancaster base, serving clients in the United States, with a profile consistent with boutique advisory practices that emphasize independent, client-centered stewardship.

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