Target Market Focus Rodgers & Associates specializes in serving high-net-worth individuals approaching retirement, presenting opportunities to offer tailored financial planning and wealth management solutions.
Technology Utilization The firm leverages a modern tech stack including Cloudflare, Google Analytics, and WordPress, indicating an openness to digital tools and solutions that enhance client engagement and operational efficiency.
Financial Stability With an estimated revenue between 25 and 50 million dollars and a focused clientele, Rodgers & Associates demonstrates robust market presence within the independent financial advisory sector.
Growth & Expansion The company's specialization in retirement planning positions it for growth as demographic trends increase demand for personalized retirement and wealth management services.
Competitive Landscape Facing competition from large firms like USI, HUB International, and Marsh McLennan, Rodgers & Associates can leverage its niche focus and personalized service to differentiate in a crowded market.
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$10BRodgers & Associates uses 8 technology products and services including Cloudflare, RSS, Shopify, and more. Explore Rodgers & Associates's tech stack below.
| Rodgers & Associates Email Formats | Percentage |
| First@rodgers-associates.com | 89% |
| Last@rodgers-associates.com | 7% |
| FLast@rodgers-associates.com | 4% |
Financial ServicesPennsylvania, United States11-50 Employees
Rodgers & Associates is a fee-only, independent Registered Investment Adviser. We focus on the needs and concerns of high-net-worth individuals who are retired or expect to retire within ten years.
Company Overview
Funding & FinancialsRodgers & Associates's revenue is estimated to be in the range of $25M$50M
Funding & FinancialsRodgers & Associates's revenue is estimated to be in the range of $25M$50M
1-888-653-2347 
support@leadiq.com