Atwater Malick LLC is an independent registered investment advisory firm based in Lancaster, PA. Established in 2008, they specialize in providing customized portfolio management and financial planning services on a fee-only basis. Acting in a fiduciary capacity, they prioritize the interests of their clients and do not engage in the sale of financial products or collect commissions.
With a focus on retirement income planning, Atwater Malick assists clients during various life transitions such as retirement, inheritance, divorce, or the passing of a spouse. They welcome prospective clients with investable assets of $1,000,000 or more, offering financial planning and investment management services. Additionally, they have published a collection of financial essays titled "The Disciplined Contrarian," which explores the significant financial crisis and subsequent bull market.
Generated from the website