01. Our Mission

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Vision

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Values

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing plans
 

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Alternative Investments
  • Variable Annuities
 

Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care

Our Team

Schedule an appointment and speak with one of our financial professionals 

 

BTA Blog

Maranda Buckley |
Categories
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
Elisabeth Hawbaker |
We’re moving back in! Many of our staff members will begin working from our Chambersburg physical office located at 239 Lincoln Way East on Monday, June 22, 2020. Tax Deadline is 7/15/2020 – Picking up/Dropping off documents Lobby—Our lobby will open for appointments only at this time. If you would like to schedule a time to pick up or drop off tax information, please call our office. Drop box—We will continue to utilize a plastic...