Michael Helveston (CFP®, CRPC®)

Michael Helveston focuses in the
following client markets or areas of practice:

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

Planning Specialties

Michael Helveston, CFP® is Director of Adviser Services for Rodgers & Associates. He manages the team of advisers and is responsible for maintaining the firm’s financial planning process. At an early age, he was exposed to handling financial responsibilities for others by helping to count and record the offering at church. He also learned the importance of planning ahead and giving back by watching his parents manage their household finances. Mike wanted to become an adviser so he could help people make informed financial decisions and to make the most of what they have.

Mike started his career with Vanguard and later joined Rodgers & Associates in 2007 because it gave him the ability to work face-to-face with clients and provide more comprehensive tax advice. He has noticed that many people are good savers, yet few understand how to spend their money in the most tax-efficient manner once they retire. Clients need an expert to guide them on how to best use the resources they have accumulated.

Additional Information

Mike believes the best financial planners are focused in just one area and develop an expertise in that subject matter. For Rodgers & Associates, that specialty is retirement, which allows him to help with many unique planning challenges, including when to draw Social Security, how to minimize income taxes, and how to leave a legacy.

Mike has contributed articles to Forbes, Kiplinger and the FiGuide Personal Finance Blog. He has also appeared on television and radio discussing various financial planning issues and has been quoted in the Wall Street Journal. He resides in Downingtown, PA with his wife and three children. Mike has served his community as a volunteer mortgage counselor with Tabor and a classroom volunteer with Junior Achievement. When he is not helping clients make smart financial decisions, he enjoys running, playing sports and games with his family, working outside, and listening to music.

NAPFA Start Date

February 21, 2007

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This Office

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