Advent Partners is the financial planning partner that gives you the financial safety and stability to make a difference in your world. Our approach to financial planning is designed to help you achieve long-term peace of mind while also amplifying your ability to do good for others.
At Advent Partners, we do more than act in your best financial interest. We actively help you achieve true financial wellness. Here’s how we go above and beyond the typical fee-free fiduciary firm.
Our Certified Financial Planners® evaluate and monitor more than 100 factors that can impact your financial wellness—down to your auto insurance policies and identity theft risk—to make sure you’re protected from all of life’s what-ifs.
We believe that financial literacy is the cornerstone of financial wellness. With our education-first approach, you’ll have a clear-eyed, jargon-free understanding of where your money is, where it’s going, and what tools make the most sense for achieving your financial goals.
Our support doesn’t end in our office. We’ll prepare, schedule, and advocate for you at meetings with your attorney, CPA, and other professional service providers to ensure that your entire team is aligned and looking out for your financial wellness.