Required Disclosures for Registered Investment Advisors
Atwater Malick, LLC is a Securities and Exchange Commission registered investment advisor. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources that we believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted to this or any linked website.
Please click on the following links to view our Form ADV Part 2 Firm Brochure and ADV Part 2 Supplemental Brochures.
Please click on the following link to view our Fee Disclosure.
Please click on the following link to view our Marketing Disclosure.
Please click on the following link to view our Rollover Disclosure – the United States Department of Labor (DOL) – Prohibited Transaction Exemption 2020-02.
Please do not hesitate to contact us anytime with questions. We can be reach via phone at (717) 400-1505 or email at firstname.lastname@example.org.
Want to learn more?
Contact us and take the first step to building your unique financial plan.