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Rodgers & Associates

Headquartered in LANCASTER, PA

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Firm Information

Rodgers & Associates is an investment advisor headquartered in Lancaster, PA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. They manage approximately $1.34 billion in assets for over 3,300 clients.

Rodgers & Associates

2025 LITITZ PIKE

LANCASTER, PA 17601

$1.34B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

RODGERS & ASSOCIATES has a total of 1 branch locations across the country.
location

Lancaster, PA

Advisors at Rodgers & Associates

View All 13 Advisors
Unclaimed
Jeremie Lee Patrick

CFP®, RA

Lancaster, PA

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Unclaimed
Jessica Lee Rodgers

RA

LANCASTER, PA

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Unclaimed
Ashley Rose Duff

CFP®, RA

Lancaster, PA

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Unclaimed
Michael Alan Lenick

CFC®, RA

LANCASTER, PA

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Unclaimed
Stephen Mckim Elliker

CFP®, RA

Lancaster, PA

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Unclaimed
Adam John Sclafani

CFP®, RA

Lancaster, PA

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Unclaimed
Jared William Clarkin wilcox

CFP®, RA

LANCASTER, PA

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Unclaimed
Patrick Carney

RA

LANCASTER, PA

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Disclosures

There are no public disclosures for Rodgers & Associates.

Frequently Asked Questions (7)

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