In the month of May, we wanted to feature our newest CFP®on the team, Gretchen Duda! Her favorite part of working at Advent Partners is the people we work with. “Our clients are genuine, thoughtful, and want to do good for the people in their lives and communities... The Advent Team is made up of...Read More

Since April is National Social Security Month, we thought it was the perfect time to feature our own Social Security specialist, Jeremy Reed, CFP®. “My favorite part of working at Advent Partners is connecting and partnering with our clients each day. Watching our clients achieve their goals and live their lives free from worry is...Read More

Celebrating Our Clients on International Clients' Day.Read More

Understanding the Charitable Power of Your Non-Cash AssetsRead More

“Use your imagination.  Wave a magic wand.  If there were some things you could do for the kids in the school where you used to teach, what would they be?”  I asked this question one afternoon to one our dear clients. Read More

There’s crazy pressure on parents these days. From 1965 to 2012 the amount of time parents interacted with their children doubled according to a 2016 study by Guilia M. Dottia Sani and Judith Treas. Read More

A friend of mine, who is also a financial advisor, used to tell his clients: “there will be days like today where you want to drive by my house and throw a brick through the window.  If you do, just be sure to attach a check to it.”Read More