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

Mike Helveston, CFP®, CRPC® is Director of Adviser Services. He manages the team of advisers and is responsible for maintaining the firm’s financial planning process. In addition, he provides comprehensive tax, estate and investment planning advice to guide our high-net-worth clients toward their financial goals. Mike joined Rodgers & Associates in 2007 after starting in the profession over 15 years ago with Vanguard.

Mike is a contributor to Forbes and also writes for FiGuide, the NAPFA 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.

Mike has served the community as a volunteer mortgage counselor with Tabor Community Services, a student financial literacy volunteer for Junior Achievement and as a mentor through Bridge of Hope. His hobbies include running, golfing with friends, listening to music and watching professional sports. He resides in Downingtown, PA with his wife and three children.

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