Rodgers & Associates

Since 1996, Rodgers & Associates has been helping individuals become financially independent for retirement through comprehensive financial planning and wealth management. As a fee-only registered investment adviser, the firm is a fiduciary by law, acting solely in clients' best interests without compensation from product vendors. The team of financial advisers, most holding CFP and CRPC designations, provides services across five retirement phases through their proprietary AGILE framework: assessing goals, getting ready, implementing plans, living the dream, and embracing family legacy. Services include financial planning and monitoring, investment management, social security optimization, healthcare planning, tax-efficient strategies, lifestyle planning, estate planning, and charitable giving advice. The firm manages clients throughout Central Pennsylvania and across the country, with a commitment to integrity, depth of knowledge, and quality service. Regular check-ins ensure plans evolve with changing circumstances.