Updated:
Rodgers & Associates
Rodgers & Associates is a financial adviser & wealth management firm in Lancaster, PA with over twenty fives years of experience specializing in...
Overview
Rodgers & Associates is a financial adviser & wealth management firm in Lancaster, PA with over twenty fives years of experience specializing in planning for financial independence during retirement.
General information
Firm type
Multi Family Office
Year founded
1996
Location
Region
North America
Country
United States
City
Lancaster
Corporate office
Lancaster, PA, United States
Principals
Rick Rodgers
Co-founder
Jessica Rodgers
Co-founder
Sector focus
Frequently asked questions
How does Rodgers & Associates generate revenue?
Rodgers & Associates operates as a fee-only Registered Investment Adviser. The firm is compensated exclusively by fees paid directly by its clients. It does not accept commissions or any form of compensation from the producers or distributors of financial products, which structurally reduces conflicts of interest.
What is the firm's core investment methodology?
The firm employs a proprietary strategy it calls the 'New Three-Legged Stool.' This approach diversifies a client's tax exposure by allocating assets across taxable, tax-deferred, and tax-free accounts. The objective is to create withdrawal flexibility in retirement, allowing the firm to sequence distributions in the most tax-efficient manner as tax laws and personal circumstances change.
What client lifecycle stage does Rodgers & Associates specifically target?
The firm targets a narrow lifecycle: high-net-worth individuals who are already retired or expect to retire within ten years. This focus on the decumulation phase is embedded in its AGILE framework, which structures advice across five defined phases from pre-retirement assessment through to legacy and estate planning.
Does the firm manage institutional capital or operate as a single-family office?
No. Rodgers & Associates is a multi-client wealth management practice serving individual high-net-worth investors, not a single-family office or an institutional asset manager. There is no indication of pooled investment vehicles, co-investment access, or institutional separate accounts in its public disclosures.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Rodgers & Associates in Altss
Explore available research and relationship coverage for this adviser in Altss.