Welcome to Atwater Malick
Founded in 2008, Atwater Malick is an independent registered investment advisory firm. We provide customized portfolio management and financial planning on a fee-only basis. We act in a fiduciary capacity, meaning that we put the interests of our clients ahead of our own, and we do not sell financial products or collect commissions.
Most clients come to us during a time of transition, such as retirement, divorce, changing jobs, receiving an inheritance or business and real estate transactions.
Our financial planning process focuses on achieving future financial goals, with a heavy emphasis on retirement income planning. We also offer guidance with estate planning, charitable giving, education funding, insurance and risk management, real estate and other unique circumstances. Because we do not sell financial products, we offer clients independent, unbiased advice.
As investors, our approach is low-cost, straightforward and transparent. We believe that investing in individual stocks and bonds is the most reliable path to building wealth. Along the way, it is easy to get distracted by fads, headlines, excessive optimism or gloom, and a variety of other sideshows. But by investing in securities that are transparent, you will avoid poorly timed and panicked decisions.
For prospective clients with $500,000 or more in investable assets, we welcome the opportunity to be your financial planning and investment management partner.