Rodgers & Associates, LTD
Rodgers & Associates, LLC is a registered investment adviser based in Lancaster, Pennsylvania, specializing in wealth management and financial planning services for individuals nearing or in retirement. Established in 1996 by Rick & Jessica Rodgers and now owned by Bluespring Wealth Partners (as of July 2024), the firm serves mainly high-net-worth individuals and families, managing over $1.48 billion in assets for nearly 1,000 clients. The firm focuses on retirement planning, estate planning, tax strategies, and comprehensive wealth management, employing a team of about 25 employees including a dozen advisors. Rodgers & Associates operates as a fee-only fiduciary, emphasizing client-centric, conflict-free advice for retirement and legacy planning.
Investment Strategy
Rodgers & Associates provides discretionary investment management and holistic financial planning services, guided by detailed client objectives including risk tolerance, time horizon, and income needs. The firm creates tailored investment policy statements for each client and manages portfolios to align with goals such as capital appreciation, income generation, or preservation of assets. The practice emphasizes comprehensive retirement strategies, tax efficiency, estate planning, healthcare planning, and seeks long-term wealth preservation through diversified portfolios. As a fee-only adviser, Rodgers upholds a fiduciary standard, avoiding product sales and minimizing conflicts of interest by being compensated solely by client fees. Their AGILE strategy helps guide clients through retirement phases, integrating both financial and personal goals.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 8.00% | $72.8M | 412,041 | $125.26 | $176.74 | +$4.0M |
V VBR | VANGUARD INDEX FDS | 6.79% | $61.8M | 316,993 | $150.16 | $195.01 | +$5.4M |
V VOE | VANGUARD INDEX FDS | 6.47% | $58.9M | 358,122 | $126.72 | $164.46 | +$4.3M |
I IWP | ISHARES TR | 6.42% | $58.4M | 421,189 | $100.27 | $138.68 | +$9.0M |
I IWF | ISHARES TR | 6.34% | $57.7M | 135,890 | $254.85 | $424.58 | +$12.8M |