Business Details
We founded Atwater Malick in 2008 as an independent, SEC-registered investment advisory firm based in South Central Pennsylvania. Prior to launching our firm, our leadership gained extensive experience overseeing investment portfolios and devising wealth management strategies for high net worth clients, complex family trusts, endowments, and foundations at large national wealth management firms. We operate on a transparent, fee-only basis to eliminate hidden costs and conflicts of interest in the advice we deliver to clients. Our customized wealth management and investment management services are designed for clients with $1,000,000 or more in investable assets, many of whom come to us during major life transitions including retirement, the passing of a spouse, receiving an inheritance, selling a business, or divorce. We prioritize holistic financial planning with a dedicated focus on retirement income planning to help clients achieve their long-term financial goals. Our "investments in partnership" philosophy guides us to build long-term client relationships, act as dedicated financial advocates, manage conflicts of interest, and provide proactive, clear communication at every stage of our work together.
We maintain rigorous professional standards, with our leadership holding advanced credentials including a Master of Business Administration from Lebanon Valley College, Chartered Financial Analyst designation, and Certified Financial Planner designation. We have grown our client base exclusively through client referrals, earning the trust of mass affluent and high net worth individuals across the United States. We are the authors of The Disciplined Contrarian, a published collection of financial essays that chronicles major market events and shares our unique investment insights with clients and the broader public. We are committed to delivering unbiased, client-centered advice that aligns with each individuals unique financial priorities and life circumstances.
We maintain rigorous professional standards, with our leadership holding advanced credentials including a Master of Business Administration from Lebanon Valley College, Chartered Financial Analyst designation, and Certified Financial Planner designation. We have grown our client base exclusively through client referrals, earning the trust of mass affluent and high net worth individuals across the United States. We are the authors of The Disciplined Contrarian, a published collection of financial essays that chronicles major market events and shares our unique investment insights with clients and the broader public. We are committed to delivering unbiased, client-centered advice that aligns with each individuals unique financial priorities and life circumstances.
Highlights and features
- We are independent SEC-registered investment advisors founded in 2008.
- Our leadership holds CFA, CFP, and advanced finance credentials.
- We use a transparent fee-only structure with no hidden costs.
- We guide $1M+ investable asset clients through life transitions.
- We prioritize retirement income planning for long-term financial goals.
Services
Wealth Management
We offer holistic wealth management services addressing all aspects of a clients financial life. This service is tailored for clients with $1,000,000 or more in investable assets, especially those navigating major life transitions such as retirement or inheritance. Our process focuses on achieving each clients unique financial goals, with specialized emphasis on retirement income planning for long-term security.
Investment Management
We provide customized investment management services built to align with each clients unique financial objectives and risk tolerance. This service is available to clients with $1,000,000 or more in investable assets seeking professional portfolio oversight. Our fee-only structure ensures all advice is unbiased and focused solely on maximizing client returns over the long term.
