July 24 Market Update
Strong earnings, choppy markets — here’s why both can be true at once. In this update, we unpack the earnings-vs-expectations
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™.






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:
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:
build the foundation
Discovery Meeting
proposal & decision
Review our engagement options and choose the path that fits your goals.
information gathering
create your plan
Analysis & Planning
We analyze your complete financial picture and prepare your comprehensive plan.
Plan Presentation
Review our observations, recommendations, and retirement projections together.
execute & sustain
implementation
semi-annual reviews
About Us
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
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
Strong earnings, choppy markets — here’s why both can be true at once. In this update, we unpack the earnings-vs-expectations

In honor of National Clutter Awareness Week, Advent Partners is hosting a community Declutter & Donate Day. It is a

This week: SpaceX joined the NASDAQ 100 less than a month after going public, and that matters even if you
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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