Atwater Malick
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$551,341,801
Clients
285
Advisors
3
of 6 employees
About
Atwater Malick provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. Services are tailored to each client’s goals, time horizon, and documented risk tolerance in a signed Investment Policy Statement.
The firm’s investment process combines goal‑based, fundamental and cyclical analysis and generally follows a low‑turnover, buy‑and‑hold approach across individual equities, individual fixed income, indexed ETFs and cash equivalents. Financial planning and consulting cover areas such as retirement plan analysis, tax and college planning, and are commonly provided at no charge to clients who use the firm’s managed account services.
Atwater Malick manages roughly $687 million in discretionary assets with a small advisory team, yielding an AUM-per-advisor level that is statistically uncommon for peer team firms and reflects a concentrated advisor-to-assets ratio. The firm runs all asset management in‑house (does not employ third‑party managers), fees are assessed on cash/money‑market balances, and it uses Advyzon for fee valuation (which can produce values that differ from custodial statements); it also maintains custody relationships with multiple custodians.
Client services
Expertise
Fee options
Fixed fees for financial planning, specifics documented in Financial Planning Agreement; minimum $5,000 for financial planning
$1 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% Above $3,000,000+: 0.50%
$500 per hour for financial planning services, minimum $5,000
Account minimum: $1,000,000 (can be waived by the adviser based on client needs and complexity)
Main office
201 Granite Run Drive, Suite 290
Lancaster PA 17601
Advisors at this office
3
Most active in
New Hampshire · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Atwater Malick · Atwater Malick, LLC · Name 209
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Matthew M
CFP®, CFA®
Lancaster, PA
Atwater Malick
Matthew Malick is a CFP® and CFA® with 18 years of experience in financial advisory. He has been with Atwater Malick, LLC since 2008, located in Lancaster, PA. Atwater Malick provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs a goal-based, fundamental and cyclical investment approach with a low-turnover, buy-and-hold strategy across various asset classes, tailoring services to each client’s goals and risk tolerance.
Meghan B
Series 65
Lancaster, PA
Atwater Malick
Meghan Baum is a financial advisor at Atwater Malick in Lancaster, PA, holding a Series 65 designation. She has been with Atwater Malick since 2017 and also has prior work experience at Marriott and Hershey Pantry. Atwater Malick provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities, tailoring strategies to client goals and risk tolerances. The firm follows a low-turnover, buy-and-hold investment approach and manages all assets in-house.
Benjamin A
Series 65
Lancaster, PA
Atwater Malick
Benjamin Atwater is a financial advisor with Atwater Malick, holding a Series 65 designation and 18 years of industry experience. He has been with Atwater Malick since 2008. Outside of advising, he is a partner and member-owner of Main St. EP Restaurant, LLC, which operates Josie’s Pub in East Petersburg, PA. Atwater Malick provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs a goal-based, fundamental and cyclical investment approach with a low-turnover, buy-and-hold strategy across equities, fixed income, indexed ETFs, and cash equivalents.
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