Our financial planning process focuses on achieving financial goals, with an emphasis on retirement income planning. We also offer guidance with estate planning, charitable giving, education funding, insurance, real estate and other unique circumstances. We offer clients independent, unbiased advice.
As an independent registered investment advisor without a broker-dealer affiliation, we do not collect commissions or referral fees. And because we don’t have a financial incentive to steer our planning results to a particular product, our advice comes free from conflicts of interest.
Atwater Malick provides financial planning as part of our investment management relationships. We charge a fee based on the value of a client’s portfolio. We believe this compensation model encourages long-term relationships and ensures that our financial incentives are aligned with each client’s long-term financial goals.
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