Target Customer Focus Rodgers & Associates specializes in serving high-net-worth individuals nearing or in retirement, presenting opportunities to offer exclusive financial planning, wealth management, and estate planning solutions tailored to affluent retirees.

Digital Engagement With a tech stack including WordPress, Google Analytics, and Shopify, the company emphasizes online presence and digital marketing, indicating potential for advanced digital financial advisory services and client onboarding solutions.

Financial Capacity Generating between $25 million and $50 million in revenue with a small team, Rodgers & Associates is positioned as a boutique advisory firm open to partnerships offering premium financial products and personalized investment tools.

Industry Positioning As an independent Fee-only Registered Investment Adviser, the company values transparency and client-centric services, making it a strong candidate for collaboration with firms offering ethical investment platforms and fiduciary-focused solutions.

Market Trends Given the rising retirement population and increasing demand for personalized wealth management, Rodgers & Associates presents growth opportunities for innovative retirement planning technologies and digital wealth management services targeting high-net-worth retirees.