Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
982 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.5B
Fee Structure
Minimum Investment:$250K
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.01% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2025 Lititz Pike, Lancaster, PA, 17601
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
December 2014Employment History
Current Registrations
Rodgers & Associates
May 2015 - Present · 10 yrs 9 mos
Previous Registrations
Linsco/private Ledger CORP.
April 2007 - November 2007 · 7 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Additional Information
Patrick resides in Lancaster with his wife Shelly, his sons Rowan and Ian and their rescue dog Johnny. When he is not helping clients transition to retirement, you will probably find him grilling. He got hooked on the hobby out of his interest in saving and investing and enjoys finding ways to create a restaurant quality steak dinner at home for a fraction of the cost. Patrick currently serves on the Board of Directors at Lancaster Dollars for Higher Learning, which provides interest-free student loans for qualifying students from Lancaster County.