Get Financial Planning in Central PA & Beyond

At Advent Partners, we’re not your typical financial advisors. Yes, we talk numbers. But we also talk legacy, generosity, and what it means to truly live well and give well. If you’re a disciplined saver with a giving spirit and a desire to make a difference in the world, we’re your kind of people. With our faith-rooted, fun-loving team by your side, you can know the comfort and confidence that comes from knowing you are Ready for Good™.

Affiliated With

Our Approach

Services That Help Magnify Your Finances and Generosity

With Advent Partners, our focus is to coordinate our clients’ goals to generously support the people and causes they care about without compromising their financial strength. The comprehensive services offered by our financial advisors in Central PA include:

Our Process

A strong partnership is essential to this process. You’ll receive ongoing support through semi-annual reviews, so every element works together to help keep you Ready for Good™.

Whether it’s planning for retirement, legacy giving, or a smooth business handoff, the goal of our process is to keep you informed every step of the way. Here’s how we lay out your path to financial confidence and lasting partnership:

Set

build the foundation

The Welcome

Discovery Meeting

We get to know you, understand your needs, and share how we work together.

The Choice

proposal & decision

Review our engagement options and choose the path that fits your goals.

The Foundation

information gathering

Discuss your values, goals, and family priorities. Collect financial documents.

Ready

create your plan

The Blueprint

Analysis & Planning

We analyze your complete financial picture and prepare your comprehensive plan.

The Vision

Plan Presentation

Review our observations, recommendations, and retirement projections together.

Go

execute & sustain

The Launch

implementation

Execute your priorities: investment changes, insurance protection, & tax/legal coordination.

The Partnership

semi-annual reviews

Ongoing semi-annual meetings to review progress, adjust strategies, and maintain your plan.

About Us

Meet Your Financial Planning Team

Founded by Jim Dunlop and Jamie French, our team at Advent Partners blends decades of experience with fresh ideas and personal touches. We’re real people helping other real people live out generous, meaningful stories. And each step of the way, you are supported by our emphasis on education, team approach, and philanthropic power.

We believe we’re different from other financial advisors for the following reasons:

Who We Serve

Guiding Your Journey
With Excellence

No matter where you are in life, Advent Partners helps you create good things for your family, your business, your community, and your world.

Our clients are building legacies. They’re educators, medical professionals, business owners, and generous families across Central PA. Most have $1M+ invested and care deeply about what their money can do for others.

Whether, for example, you’re navigating a federal or state government retirement, prepping for succession, or wondering how to pass on both assets and values to the next generation, we’ve got you. Our financial advisors are dedicated to your well-being and possess specialized tools to help you progress toward your goals.

Articles

Education Center

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Weekly Market Updates

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Let’s Start the Conversation

You’ve done the hard work—saved diligently, built a business, raised a family. Now it’s time to truly make those dollars mean something. We’re here to support you in determining what may be the right strategies for you and help you experience the joy of giving back. Take the first step today.

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