Rodgers & Associates

Founded in 1996 in Lancaster, US, Rodgers & Associates offers financial advisory services specializing in high-net-worth clients. In July 2024, the firm was acquired by Bluespring Wealth Partners, LLC, a transaction aimed at enhancing service offerings and expanding global reach. The firm has completed a total of 1 deal, with its most recent deal occurring on 2024-07-30. The founder has a history in the financial sector but specific details about previous ventures are unavailable.

Rick and Jessica Rodgers founded the firm.   Rodgers & Associates specializes in comprehensive financial advisory services, primarily focusing on high-net-worth investors seeking financial independence for retirement. The firm employs a fee-only model, ensuring clients receive unbiased guidance tailored to their unique needs. Their core offerings include investment management, Social Security guidance, estate planning, healthcare advice, and a structured financial planning process rooted in the CFP Board’s seven-step methodology.

The AGILE strategy encompasses five distinct phases: Assessing Goals, Getting Ready, Implementing the Plan, Living the Dream, and Embracing Family & Legacy—each designed to facilitate critical decision-making as clients progress toward their retirement objectives. The firm serves a diverse client base located primarily in Central Pennsylvania, while also extending its services to clients across the United States.   Rodgers & Associates generates revenue through a combination of advisory fees and service engagements with clients. Transactions typically involve personalized engagements where clients pay for comprehensive financial planning and management services.

The firm’s fee structure is based on a percentage of assets under management or flat fees for specific services, aligning the firm's interests with those of its clients. The firm’s services are tailored to support clients at various stages of retirement planning, from pre-retirement financial strategies to post-retirement wealth management, ensuring ongoing support and proactive adjustments to their financial plans. Specific pricing for individual services is determined based on the complexity and scope of each engagement, reflecting the firm's commitment to providing tailored financial solutions.