Stephen Elliker (CFP®, MBA, RICP®)

Stephen Elliker focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Steve joined Rodgers & Associates after working eighteen years in the financial services field. He began as a research analyst and then moved into the role of a financial adviser, most recently with Vanguard. He finds working one-on-one with people to be very rewarding. The analytical part of financial planning allows him to use his diagnostic skill set. In contrast, his people skills are needed when it comes to helping clients envision their future retirement. He says it has been surprising to see how difficult it is for some people to transition from saving to spending in retirement. Having an experienced retirement planner affirm that it is OK to spend is often the assurance they need to enjoy the funds they have saved.

Rodgers & Associates are true experts in retirement planning, and he is thrilled to work for a firm that has such a strong background in the field. One of the most rewarding parts of being a financial adviser for Steve is helping a client reach their financial goals. Therefore, he takes the time to get to know each and every client; who they are, what is important to them, and how he can help them reach their financial aspirations.

Additional Information

When Steve is not helping a client with their financial plan, you might find him tending to Elliker Cookie Company, a cookie business that he and his wife, Amy, operate together. They have four children and enjoy camping as a family. Steve also serves on the parish council and stewardship committee for his church, Sts. Constantine and Helen Greek Orthodox Church and is the Race Director for a non-profit called OneRunTogether, which helps cancer patients.

NAPFA Start Date

July 15, 2021

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

2025 Lititz Pike Lancaster, PA 17601-3801 Phone: (717) 560-3800 Fax: (717) 581-1435