ChooseAFinancialAdvisor.com
Advisors / Pennsylvania / Lancaster
21yrs

Patrick Carney

Financial advisor at Rodgers & Associates

Based in Lancaster, Pennsylvania, Patrick Carney is a fiduciary financial advisor with 21 years of industry experience. Patrick has been with Rodgers & Associates since 2015; before that, Patrick spent a year at LPL Financial. Rodgers & Associates offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.

One of 425 advisors with offices in Lancaster, and one of 382 fiduciaries.

Lancaster, PA 17601Top 25% by experience at Rodgers & AssociatesFiduciary advisor
Call the officeDirections

At a glance

Experience21 years (since 2005)
How that compares ?Top 25% by experience at Rodgers & Associates
Office2025 Lititz Pike, Lancaster, PA 17601
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.63 million
Advisors at the firm12
States licensed ?1 state

Services through Rodgers & Associates

Financial planningInvestment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2015 – now
  2. Apr 2007 – Nov 2007

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Patrick

How do I contact Patrick?

Call Rodgers & Associates at 717-560-3800 and ask for Patrick Carney. Patrick works from the Lancaster, PA office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2005, about 21 years. Top 25% by experience at Rodgers & Associates.

What licenses does Patrick hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Rodgers & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

LPL Financial
45yrs
Michael Valudes
Financial advisor
680 Millcross Rd
Lancaster, PA 17601
Top advisor by experience in Lancaster
Fiduciary
Call Directions
Merrill
45yrs
Joseph Lundy
Financial advisor
110 N Duke St
Lancaster, PA 17602
Top 1% by experience in Lancaster
Fiduciary
Call Directions
Geneos Wealth Management
44yrs
Richard Braverman
Financial advisor
2173 Embassy Dr
Lancaster, PA 17603
Top 1% by experience in Lancaster
CFP®Fiduciary
Call Directions
Kingsview Wealth Management
44yrs
Harold Wenger
Financial advisor
600 Eden Rd Building I
Lancaster, PA 17601
Top advisor by experience at Kingsview Wealth Management
Fiduciary
Call Directions
Security Capital Management
44yrs
George Weaver
Financial advisor
48-50 W Chestnut St Suite 300
Lancaster, PA 17603
Top 1% by experience in Lancaster
Fiduciary
Call Directions
Hornor, Townsend & Kent
44yrs
Michael Gaudino
Financial advisor
1525 Oregon Pike Suite 1501
Lancaster, PA 17601
Top 1% by experience in Lancaster
PlanningInvesting
Call Directions

See all advisors near Lancaster