Rodgers & Associates

Rodgers & Associates (CRD# 121700) is a financial advisory firm headquartered in Lancaster, PA. They manage $643,684,439 in 2,497 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    644
    MILLION
  • Total Number of Accounts
    2,497
    ACCOUNTS
  • Average Account Value
    $257,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NC, NJ, NY, PA, VA

Financial Advisors at Rodgers & Associates
Showing 1 - 9 of 9 top financial advisors.
1
Michael S. Helveston
CRD#: 3208618
2025 Lititz Pike, Lancaster, PA 17601
96
Wealthminder
score

Michael Helveston (CRD# 3208618) is an Investment Advisor Representative working at Rodgers & Associates in Lancaster, PA and has over 15 years of experience in the finance industry. Michael Helveston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Patrick R. Kelly
CRD#: 5469715
2025 Lititz Pike, Lancaster, PA 17601
96
Wealthminder
score

Patrick Kelly (CRD# 5469715) is an Investment Advisor Representative working at Rodgers & Associates in Lancaster, PA and has over 8 years of experience in the finance industry. Patrick Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Lita M. Pelko
CRD#: 4094585
2025 Lititz Pike, Lancaster, PA 17601
96
Wealthminder
score

Lita Pelko (CRD# 4094585) is an Investment Advisor Representative working at Rodgers & Associates in Lancaster, PA and has over 16 years of experience in the finance industry. Lita Pelko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Robin L. Russo
CRD#: 5058488
2025 Lititz Pike, Lancaster, PA 17601
96
Wealthminder
score

Robin Russo (CRD# 5058488) is an Investment Advisor Representative working at Rodgers & Associates in Lancaster, PA and has over 11 years of experience in the finance industry. Robin Russo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Mark A. Eisenberger
CRD#: 1940722
2025 Lititz Pike, Lancaster, PA 17601
93
Wealthminder
score

Mark Eisenberger (CRD# 1940722) is an Investment Advisor Representative working at Rodgers & Associates in Lancaster, PA and has over 27 years of experience in the finance industry.

6
Jessica L. Rodgers
CRD#: 2075777
2025 Lititz Pike, Lancaster, PA 17601
93
Wealthminder
score

Jessica Rodgers (CRD# 2075777) is an Investment Advisor Representative working at Rodgers & Associates in Lancaster, PA and has over 24 years of experience in the finance industry.

7
Rick L. Rodgers
CRD#: 1247022
2025 Lititz Pike, Lancaster, PA 17601
83
Wealthminder
score

Rick Rodgers (CRD# 1247022) is an Investment Advisor Representative working at Rodgers & Associates in Lancaster, PA and has over 32 years of experience in the finance industry.

8
Erika L. Eckman
CRD#: 6332360
2025 Lititz Pike, Lancaster, PA 17601
76
Wealthminder
score

Erika Eckman (CRD# 6332360) is an Investment Advisor Representative working at Rodgers & Associates in Lancaster, PA and has over 2 years of experience in the finance industry.

9
Patrick Carney
CRD#: 4933406
2025 Lititz Pike, Lancaster, PA 17601
68
Wealthminder
score

Patrick Carney (CRD# 4933406) is an Investment Advisor Representative working at Rodgers & Associates in Lancaster, PA and has over 11 years of experience in the finance industry.

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