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.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Tips on insuring your teen driver.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There’s an alarming difference between perception and reality for current and future retirees.
When markets shift, experienced investors stick to their strategy.
The market is as unpredictable as the weather. We’d love to help you prepare.
Do you know how to set up your financial goals for success? This knight does.