Jared Wilcox
CFP®, RICP®, MBA
Rodgers & Associates
Financial Advisor
Jared Wilcox
CFP®, RICP®, MBA
Rodgers & Associates
Financial Advisor
I enjoy being part of a team that helps clients by providing a comprehensive strategy and walking alongside them during the different phases of their lives. - Jared Wilcox, CFP®, RICP®, MBA
Fee-Only financial planner located in Lancaster, PA, serving clients locally and across the country
Jared Wilcox is a Lancaster, PA fee-only financial planner. Rodgers & Associates provides retirement planning through comprehensive financial planning, investment management, and tax planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jared Wilcox is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jared Wilcox joined Rodgers & Associates with nine years of experience working in the financial services industry. He began his career interning with Morgan Stanley Smith Barney, eventually moving into the role of a financial adviser with Vanguard. He finds helping people go after their personal and financial goals to be very rewarding. Working in his current role with the firm combines his interests of building relationships, strategy, coaching, and educating clients all in one. Jared believes navigating the change from work to retirement is challenging for many people. He wants to help clients determine what is most important to them and help them navigate the transition in a way that lines up with their values and vision.
Jared says the most fulfilling aspect of retirement planning is helping clients accomplish goals, impact others, and navigate the different phases of retirement. Since there are many complexities with retirement planning, Jared believes clients should work with a specialist in the field. When he is not helping clients navigate the phases of retirement, you will find him spending time with family and friends, playing golf, watching sports, or being part of his church family. Jared is married and has two daughters.
Jared Wilcox is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Your retirement is more than just life after your career. It’s your time to lead the lifestyle you want – for the rest of your life.
Retirement means becoming – and remaining – financially independent.
At Rodgers & Associates, we focus specifically on the needs and concerns of high-net-worth investors who are retired or expect to retire within five years.
We assist our clients in all aspects of investment, tax, risk management, retirement, and estate planning.
What You Can Expect From Us
You expect a retirement built just for you and your unique circumstances . . . and that’s what we deliver. Coordinating your investments, taxes, and estate plans is what makes us unique from sales reps and brokers. This added value, coupled with our ongoing monitoring of your financial life, we believe makes the difference between having peace of mind and succumbing to the financial stress that unpleasant surprises can bring.
That’s why before we develop your wealth strategy, our financial planners dedicate a great deal of time doing something we believe so many sales reps and brokers stopped doing a long time ago:
Listening
Listening to your goals . . . your dreams and your financial situation. And as we listen, we begin to understand what your vision is for your retirement. This understanding enables your Rodgers & Associates financial planner to build solutions that bring your vision to life. With a written plan in hand – and attention paid to any course corrections along the way – we implement and execute a strategy to move you toward your long-term financial goals.
How We Work
Ongoing Financial Advice
We provide our clients with ongoing advice and analysis. We establish a review schedule, usually once a quarter, and contact our clients to schedule their review for them. We consistently monitor the investments in our clients’ portfolios to make sure they continue to perform to our standards.
Investment Performance
We believe that a well-defined process will provide improved investment performance for our clients. We evaluate an investment’s performance against its peer group on a regular basis. If appropriate, after considering taxes and other possible expenses, we change from under-performing investments to similar ones that meet our performance criteria.
Comprehensive Financial Planning
Having a relationship with a Rodgers & Associates financial planner means you won’t need to worry that your investment decisions may surprise you at tax time. In addition to investment advice and asset management, you can count on us to provide objective tax planning and review, and estate planning advice. We’ll also work with you to answer your questions regarding your insurance programs, debt management and refinancing options, charitable giving, planning for a child’s or grandchild’s education, or even whether to buy or lease your next vehicle.
Asset Protection
At Rodgers & Associates, all client assets are held by an independent custodian to ensure your safety. We never take possession of your money and currently use TD Ameritrade and Fidelity (both members of FINRA and SIPC) as our primary custodians.
Financial Risk Management
Our recommendations are based on clients’ goals, and we build portfolios to meet those goals, minimizing risk where possible. Because we don’t accept commissions, we don’t have any incentive to offer higher-risk products. We use bonds and CDs to seek to reduce volatility for our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jared Wilcox is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jared Wilcox is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jared Wilcox is a Retirement Income Certified Professional® (RICP®)A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
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Jared Wilcox is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Jared Wilcox
Office Locations:
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2025 Lititz Pike
Lancaster, PA 17601
