About Us

Real Financial Advisors Helping You Plan for Real Life

We’re a team of purpose-driven financial professionals helping families, business owners, and generous givers build plans rooted in what matters most. From retirement strategies to tax-smart generosity, our faith-rooted, education-first approach helps simplify the complex, while making space for what’s possible.

Our Mission

Clear Guidance, Generous Advice, No Unnecessary Complexity

We believe financial planning should feel personal instead of transactional. That means less pressure, more clarity. Less “sales,” more partnership. And planning that reflects who you are, what you value, and how you want to give, live, and grow in the years ahead.

We serve professionals and families with $1M+ in assets across Central PA and beyond. From Gettysburg to Camp Hill to Lewisburg, our clients come to us with questions, and, we believe, stay because we help them find answers that are grounded, generous, and good.

Who We Are

Here’s who is behind the plan:

Every plan is led by Certified Financial Planner® professionals, not just advisors with nice titles.

As part of the Thrivent Advisor Network, we tap into tools and resources that help power generosity even further.

Looking for faith-aligned planning? We’ve got team members with the Certified Kingdom Advisor® designation.

You’ll find us at welcoming locations in Camp Hill, Gettysburg, and Lewisburg. Or over coffee and Zoom, if that’s more your style.

We’re here to make your plan feel less like a transaction and more like a partnership.

Our Set. Ready. Go.™ Process

Financial planning doesn’t have to be confusing. Our Set. Ready. Go.™ process brings order, clarity, and a little breathing room to your journey. And it’s where our values of Generosity, Relationships, Excellence, Authenticity, and Fun really get the chance to shine.

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.

Comprehensive Ongoing Support

We don’t just build a plan—we help you live it. With ongoing guidance and semi-annual reviews, we keep everything aligned so you can remain Ready for Good™.

Retirement
Planning

Pre- & post-retirement strategies

Education
Planning

Savings for children & grandchildren

Risk
Management

Insurance & protection strategies

Estate
Planning

Legacy & wealth preservation

Tax
Planning

Maximize breaks, minimize liability

Business Owner
Planning

Succession & employee benefits

Charitable
Planning

Maximize philanthropic impact

Investment
Management

Asset allocation & optimization

What Makes Us Different? You.

Our approach works because we don’t see clients—we see people. People with lives, values, generosity, and goals that go far beyond “What’s my number?”

Here’s what you can expect from our financial advisors:

Simplicity: We help with removing confusion. We do the heavy lifting so you can focus on the decisions that matter.
Literacy: We teach as we go. Our education-first mindset helps you understand your plan.
Peace: Our proactive approach helps you sleep better knowing risks are managed and opportunities are captured.

The Clients We Serve

They come to us for more than just strategy. Our clients seek conversations that feel like they matter. Because they do.

Our clients are as unique as their plans, but they tend to share a few things in common:

They’re disciplined savers with $1M+ in investable assets.
They care deeply about family, faith, and making a difference.
They want guidance that simplifies, not overwhelms.
They’re professionals, retirees, business owners, and big-hearted givers across Central PA and beyond.

Ready for a Plan That Reflects the Whole You?

Navigating retirement? Selling a business? Wondering how to pass on more than just money? We’re ready when you are. At Advent Partners, financial planning can be transformational. And you don’t have to do it alone.

To learn more about the privacy of your information, visit our privacy policy.