Wheatland advisors, Inc. was established in 1987 as an independent investment-counsel firm to provide structured portfolio management based on the individual needs of each client.
Wheatland Advisors, Inc. and Orrstown Financial Services merged in 2016 with the vision of offering the community a tailored investment portfolio process. Our partnership offers the experience and peace of mind that also comes with a community bank advisor available for all our clients’ fiduciary and estate planning needs.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Why have the markets been so volatile recently?
Lifestyle considerations in creating your retirement portfolio.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Smart investors take the time to separate emotion from fact.
Here’s a crash course on saving for college.
A bucket plan can help you be better prepared for a comfortable retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.
Have you found yourself suddenly single? Here are 3 steps to take right now.