Advisor at Rodgers Brothers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rodgers Brothers, Inc.
Location
Harmony, PA 16037
Credentials
Series 65
Industry experience
6 years
Matthew Rodgers is a financial advisor at Rodgers Brothers, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Rodgers Brothers since 2019 following four years at the University of Chicago. Rodgers Brothers provides discretionary portfolio management services to a diverse client base including individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a value-oriented investment approach that integrates fundamental and technical research with sector and macro-economic analysis to tailor portfolios according to client objectives and risk tolerance.
Based on Rodgers Brothers, Inc.
$0 - $2,500,000: 1% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.5%
Account minimum: $1,000,000
223 Mercer Street
Harmony, PA 16037
Pennsylvania · Texas
Rodgers Brothers Inc.
2019 - Present (7 years)
University Of Chicago
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Wexford, PA
Expert Financial Services, LLC
Series 65
Baden, PA
War Streets Capital, LLC
CFP®, Series 63, Series 65
Wexford, PA
Green Trail Investments, LLC
Series 65
Mars, PA
Incline Financial Planning LLC
Series 66
Wexford, PA
Wexford Wealth Advisors LLC
Series 63
Valencia, PA
Mauro Capital Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")