Atwater Malick LLC

Atwater Malick LLC is an independent registered investment advisory firm based in Lancaster, PA. Established in 2008, they specialize in providing customized portfolio management and financial planning services on a fee-only basis. Acting in a fiduciary capacity, they prioritize the interests of their clients and do not engage in the sale of financial products or collect commissions.

With a focus on retirement income planning, Atwater Malick assists clients during various life transitions such as retirement, inheritance, divorce, or the passing of a spouse. They welcome prospective clients with investable assets of $1,000,000 or more, offering financial planning and investment management services. Additionally, they have published a collection of financial essays titled "The Disciplined Contrarian," which explores the significant financial crisis and subsequent bull market.

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