Lancaster Wealth Management
Reaching your financial objectives doesn't happen by accident. It requires careful planning to ensure the appropriate allocation of your financial resources and avoid the inevitable obstacles along the way.
If you need help managing your wealth in Lancaster, PA, contact the experienced professionals at Orrstown Financial Advisors. As one of the leading financial advisor companies in Lancaster, the rest of Central PA and Maryland, you can trust us to remove the burden from your shoulders. We'll work with you to develop a comprehensive solution, so you can meet your short- and long-term financial objectives.
Wealth Management With a Personal Touch
When you choose Orrstown Financial Advisors for financial planning in Lancaster, you'll benefit from a customized wealth management experience. As a small, community-oriented financial institution, we can offer personalized service that our larger competitors can't deliver. Your advisor will sit down with you and have an open, honest conversation about your needs and goals. We'll then tailor a strategy that addresses each area of concern. We'll also be there to make adjustments as your circumstances change over time.
We Cover All the Financial Bases
Our financial advisory services encompass the following:
- Retirement planning: We'll work with you to develop a plan to ensure you have enough money to retire comfortably at the desired age. Our services include the often confusing task of rolling over 401k funds into an IRA or other retirement savings vehicle if you change jobs.
- Trusts: We offer an array of trust accounts to protect your assets and ensure they're distributed as you wish, either during your lifetime or upon your death.
- Estate planning: Our estate planning and settlement services give you total control over what happens to your investments, home, vehicles and other assets after you pass away. Your financial advisor will serve as an unbiased executor.
- Investment management: We'll tap into our years of expertise and extensive knowledge of the financial markets to develop a sound investment strategy for both the short and long term. Your financial advisor will consider your level of risk tolerance when crafting your program.
Why Partner With Orrstown Financial Advisors?
When you choose us for financial planning in Lancaster, PA, you get:
- A century of experience: Since our founding in Orrstown, PA, more than 100 years ago, we've established a reputation as a trustworthy financial institution that always puts our clients' needs first.
- Superior service: As a smaller, community-focused financial advisor company, we're accessible and responsive. We'll be there whenever you need us.
- Confidence: Our combination of experience, expertise and commitment to service enables you to choose us for all your financial planning needs with complete confidence.
- Discipline: We believe that staying the course and avoiding "knee-jerk" reactions ensures the best long-term results and minimizes the likelihood of costly mistakes.
Contact Us for a Financial Planning Consultation in Lancaster
If it's time to take charge of your financial future, Orrstown Financial Advisors is ready to help. Contact our accomplished team of financial advisors to schedule an initial consultation today.