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

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...
New Office Hours – 8:00am – 4:30pm Our physical office located at 239 Lincoln Way East will continue to have limited staff on site to accommodate pickup and drop-off of your documents on: Monday June 8 Tuesday June 9 Monday June 15 Wednesday June 17 Please call or email us to schedule a pickup time. We will be utilizing a plastic drop box on our side porch by the door/entrance from the handicap ramp in...
Elisabeth Hawbaker |
Prepare now to better protect your business in the future. Provided by Barrows Trostle Advisors, LLC As a business owner, you’ve worked hard for your success. The long hours, the difficult decisions, and the sacrifices you have made have led to where you are today. The last thing you want is to suffer a disruption to your business. However, in the event that you do experience an unavoidable mishap­, it may be smart to have...