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Orrstown

Financial Advisors

Financial planning, investment, and wealth management services to help you explore your options and make informed decisions for the future.

Planning Starts with a Conversation

When working with Orrstown Financial Advisors (OFA), relationships are at the center of everything OFA does. The OFA team takes the time to understand what is important to each client, answer questions, and help explore available planning and investment services. Through meaningful conversations about goals and priorities, the OFA team helps clients understand their options and determine where to begin.

Whether planning for retirement, managing investments, receiving an inheritance, saving for education, preparing for a major life event, considering estate planning strategies, evaluating business succession options, or exploring wealth transfer opportunities, clients have access to experienced professionals dedicated to helping them understand their options and make informed financial decisions.

Learn more about the services offered by Orrstown Financial Advisors below and meet the OFA team members dedicated to serving clients and communities.

Financial Guidance for Every Stage of Life

What OFA Offers

What OFA Offers

Learn about the financial planning, investment, and advisory services available through Orrstown Financial Advisors and how the OFA team helps clients explore solutions based on their goals and financial needs.

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How It Works

How It Works

Start with a conversation. The OFA team takes the time to understand client goals, answer questions, explain available services, and help clients understand their options and where to begin.

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Orrstown Financial Advisors

Orrstown Financial Advisors

Meet the financial professionals of Orrstown Financial Advisors serving communities throughout Pennsylvania and Maryland and learn how the OFA team supports clients through different stages of life.

Meet the Orrstown Financial Advisor Team

Resources from Orrstown Financial Advisors

Browse articles, videos, and tools covering retirement, investments, insurance, taxes, estate planning, and more.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Have You Planned Your Succession Yet?

Have You Planned Your Succession Yet?

If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?
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The Great Retirement Savings Debate: 401(k) vs. IRA

The Great Retirement Savings Debate: 401(k) vs. IRA

Viewing 401(k) plans and IRA plans in either/or terms might mean a missed opportunity. You can have both.
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