Tailored to You

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.

Helpful Content

Is Term Life Insurance for You?

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?

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

Saving for College 101

Here’s a crash course on saving for college.

 

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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