Atwater Malick

Atwater Malick, LLC is an independent registered investment advisory firm that was founded in 2008 by Ben Atwater and Matt Malick. Our vision is to offer a transparent investment approach, unbiased wealth management advice, and an unparalleled level of service. We believe that building long-term relationships with our clients is crucial to achieving their financial goals, and we are committed to serving as a financial advocate and managing conflicts of interest.

Our Approach

Atwater Malick takes a comprehensive approach to wealth management, focusing on achieving financial goals with an emphasis on retirement income planning. We provide customized portfolio management and investment advice on a fee-only basis, putting the interests of our clients ahead of our own. We are committed to being a fiduciary, which means that we always act in the best interest of our clients, without selling financial products or collecting commissions.

Our Team

Ben Atwater is the co-founder of Atwater Malick, and he holds a Master of Business Administration degree from Lebanon Valley College and a Bachelor of Science degree in Finance from Miami University. Ben has extensive experience in wealth management, having worked with large financial institutions and overseeing investment portfolios for high-net-worth clients. Matt Malick, also a co-founder, holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP) designations and a Bachelor of Arts degree in Economics from Millersville University. Matt has a comprehensive understanding of the financial industry, having worked with large wealth management firms and devising investment strategies for complex family trusts, endowments, and foundations.

Our Services

Atwater Malick offers a range of services, including:

• Comprehensive financial planning
• Customized investment management
• Retirement income planning
• Estate planning
• Tax planning
• Charitable giving strategies

Our Philosophy

Atwater Malick is committed to building long-term relationships with our clients, and we believe that transparency, honesty, and integrity are essential to achieving our clients' financial goals. We are dedicated to being a trusted partner in our clients' financial journey, providing them with the guidance and expertise they need to achieve financial freedom.

Our Book: The Disciplined Contrarian

Our co-founders, Ben Atwater and Matt Malick, published a book called "The Disciplined Contrarian" in the fall of 2017. This book chronicles the most serious financial crisis since the Great Depression and the remarkable bull market that followed. We believe that this book is a valuable resource for anyone seeking to understand the financial markets and make better-informed investment decisions.

Contact Us

We invite you to learn more about our services and how we can help you achieve your financial goals. Please do not hesitate to contact us anytime with questions or concerns. We can be reached via phone at (717) 400-1505 or email at info@atwatermalick.com.