Our financial planning process focuses on achieving financial goals, with an emphasis on retirement income planning. 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, the passing of a spouse, receiving an inheritance, selling a business, divorce, etc.
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, the passing of a spouse, receiving an inheritance, selling a business, divorce, etc.
Services
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.
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.
As trusted advisors to our clients, we believe in the value of holistic financial planning. Therefore, we help guide our clients through various aspects of their financial lives. 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.
As investors, it is easy to get caught up in fads, headlines, paralyzing fear and unreasonable optimism. However, those investors who buy solid businesses at reasonable prices can profit handsomely over the long-term.
Benjamin Graham, the father of "value investing" and a mentor to Warren Buffett, once posed the following question: "Ask yourself: If there was no market for these shares, would I be willing to have an investment in this company on these terms?"
Benjamin Graham, the father of "value investing" and a mentor to Warren Buffett, once posed the following question: "Ask yourself: If there was no market for these shares, would I be willing to have an investment in this company on these terms?"
With client questions, observations and comments as inspiration, we've been writing about investments, markets and financial planning since we founded Atwater Malick in September of 2008. We hope you find them educational and enjoyable. As we approach the holidays, many of our clients begin thinking about charitable giving, both for altruistic reasons and for.
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