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.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Saving for College 101
Here’s a crash course on saving for college.
In the face of divorce, making changes to insurance coverage may be overlooked.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
A change in your mindset during retirement may drive changes to your portfolio.
There are ways to improve your physical fitness without denting your fiscal fitness.
Beware of these traps that could upend your retirement.
It sounds simple, but paying yourself first can really pay off.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A special needs trust helps care for a special needs child when you’re gone.