Ben Atwater and Matt Malick founded Atwater Malick in 2008 as an independent registered investment advisory firm based in South Central Pennsylvania.
Their vision is to offer a transparent investment approach, unbiased wealth management advice and an unparalleled level of service.
The phrase “investments in partnership” encapsulates Atwater Malick’s commitment to building long-term relationships, serving as a financial advocate, avoiding conflicts of interest and proactively communicating.
Attracting clients solely on a referral basis, Atwater Malick has experienced significant growth and attracted a wide range of mass affluent and high net worth clients throughout the country.
Before launching Atwater Malick, Ben and Matt gained extensive experience with large wealth management firms, overseeing investment portfolios and devising wealth management strategies for high net worth clients, complex family trusts, endowments, and foundations.
In addition to comprehensive industry experience, Ben holds a Masters of Business Administration degree from Lebanon Valley College and a Bachelor of Science degree in Finance from Miami University. Matt holds the Chartered Financial Analyst® (CFA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations and a Bachelor of Arts degree in Economics from Millersville University.
Ben and Matt are the authors of The Disciplined Contrarian, which they published in the fall of 2017.
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