Orrstown Financial Advisors Fiduciary Services
Creating a customized plan is essential for reaching your short-term and long-term financial goals and navigating the obstacles along the way. Orrstown Financial Advisors will work with you to develop and implement a tailored strategy that will serve as a roadmap for your financial future. Our team of local financial advisors will remove the burden from your shoulders by providing expert management and advice every step of the way.
Our comprehensive financial planning services will prove invaluable in any of the following situations:
- You want to take better control of your finances but aren't sure how to approach the process.
- You don't have time to manage your finances.
- You already have a financial plan but aren't sure if it's serving you and your family well.
- You have limited knowledge or experience in crucial areas such as investing, taxation, retirement planning or estate planning.
- You're facing a significant life event that impacts your financial future, such as marriage, the birth of a child, a job change or funding a child's education.
Our clients benefit from our broad knowledge of the financial solutions available to them. These solutions, when combined with our expertise, allow us to offer the professional, personalized guidance needed for the financial road ahead.
Meet Our Team
Investment Management
Developing and implementing a sound investment strategy is one of the most daunting financial planning challenges. When you choose to partner with Orrstown Financial Advisors, we draw upon our knowledgeable, experienced research and analysis sources to manage your investments. Our technology enables us to continuously monitor your portfolio to ensure that your holdings are aligned with your overall portfolio strategy.
We also recognize that needs and objectives vary widely from one investor to the next. When helping you create your investment plan, we'll consider factors such as your risk tolerance, age, income and short-term and long-term financial goals, and tailor your strategy accordingly.
401k Rollovers and IRAs
For many people, an employer-provided 401k plan is a primary method for funding their retirement. Confusion sometimes arises regarding how to manage 401k funds when changing companies. In many cases, rolling the money into an individual retirement account is the best long-term strategy for preserving and growing your wealth.
Whether you’re changing jobs or settling into retirement, we can assist you in rolling over your 401k distribution into an Individual Retirement Account (IRA) and tailor an investment plan designed to help you achieve your retirement goals. We'll also help ensure a smooth, seamless transition to avoid penalties and tax consequences.
Trust Services
A trust is a fiduciary relationship where a designated third party holds property or assets owned by one individual or entity for the benefit of another. Establishing a trust can protect your assets and ensure they are distributed as you wish. Depending on the situation, a trust can serve as a valuable financial tool while you are alive or upon your death.
We provide a wide array of trust accounts, including special needs, qualified domestic, qualified terminable interest, revocable living, charitable income, and charitable remainder trusts. When you establish a trust relationship with us, we work closely with your attorney to carry out the provisions of your trust documents.
Estate Planning and Settlement
Your estate consists of virtually everything you own — your home, vehicles, investments, personal property, life insurance, etc. If you're like most people, you want to control what happens to these assets upon your death. As your financial advisor, we can assist you with all aspects of the estate planning and settlement process.
Administration of an estate requires a distinct set of specialized skills. As your executor, our highly-trained experts maintain an unbiased position in carrying out the provisions in your will, and we safeguard your assets so that they are distributed based on your wishes.
Institutional and Non-Profit Investment Management
Our financial planning and advising services extend beyond helping individuals and small business owners. If you own or operate an organization, our certified financial advisors can provide reliable investment guidance to meet your entity's financial objectives.
We work with a broad range of institutional and non-profit clients to help develop their investment policies and design investment strategies that will meet the spending requirements of the organization.
Contact Us for Fiduciary Services
When you partner with Orrstown Financial Advisors, you'll work with experienced, local advisors who take the time to get to know you and your unique financial goals. You can feel confident your plan will serve your current and future financial needs.
Contact us today to learn more about our vast array of financial services.
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