Atwater Malick LLC

Closed
Call
Website

Advertisement

201 Granite Run Dr Ste 290
Lancaster, PA 17601

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.

Generated from the website

Own this business?
See a problem?

You might also like

Wells Fargo Advisors
Business services, nec, nec, Services, nec, nec, Security brokers and dealers

Wells Fargo Advisors

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.
United StatesPennsylvaniaLancasterAtwater Malick LLC

Partial Data by Infogroup (c) 2026. All rights reserved.

Advertisement