A complete list of active advisors currently associated with Rodgers & Associates

Warmer can help you find a great advisor at Rodgers & Associates or one who fits your needs even better.

Rodgers & Associates (d/b/a RA Financial Services) provides discretionary investment management, financial planning, and hourly consulting primarily to individuals who are nearing retirement or are retired, as well as to pension plans, trusts, corporations, and estates. The firm constructs client investment policy statements and typically implements portfolios using mutual funds and ETFs, with an alternative ETF/balanced-fund offering for smaller accounts. The firm employs a quantitative security-selection approach and builds portfolios around stated objectives, time horizons, and risk tolerances; RAFS uses Charles Schwab’s iRebal service to maintain target allocations. Client accounts are reviewed on a continuous basis by the assigned adviser, while in-person interaction is generally limited to an initial meeting and one annual review, with additional meetings available by engagement. Noteworthy distinctions include a 2024 ownership change (acquisition by Bluespring Wealth Partners and conversion to a Delaware LLC) and an uncommon affiliation with Arden Trust Company, a limited-purpose trust company, which may present conflicts when trust services are recommended. The firm also discloses affiliations with brokerage/insurance and affiliated advisory entities and occasionally provides liquidation analysis on partnership interests and REITs while not recommending purchases of those products.

To learn more about the advisors currently working at Rodgers & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.