Say goodbye to the complexity and confusion that comes with most financial planning processes. Our Set.Ready.Go.™ process is designed to give you something much better.
Our process is designed to be hassle-free. We do all the heavy lifting for you.
With our education-first approach, you’ll clearly understand your finances.
Sleep well at night knowing we’re looking out for every risk and opportunity for you.
What to Expect
What to Expect
What to Expect
What to Expect
What to Expect
What to Expect
The process and deliverables can vary based on which Advent Partners solution you choose. Please explore our solutions to learn more and contact us for complete details.
To make sure you’re protected, we use our exclusive 118-Point Financial Readiness Checkup to evaluate your financial security around more than 100 factors—including many that others tend to overlook—in 8 categories.
As your dedicated partner, we’ll proactively schedule meetings with your attorney, CPA and other professional service providers to make sure that you have one, united team working from the same financial playbook.
Phone: 866-334-5451
Fax: 717-334-8680
Gettysburg Office
1400 Proline Place, Suite 100
Gettysburg, PA 17325
Camp Hill Office
214 Senate Avenue, Suite 100
Camp Hill, PA 17011
Advent Partners is a part of Thrivent Advisor Network, LLC (“Thrivent”), a Registered Investment Adviser (“RIA”), located in the State of Minnesota. Thrivent provides investment advisory and related services for clients nationally. Thrivent will maintain all applicable registration and licenses as required by the various states in which Thrivent conducts business, as applicable. Thrivent renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Advent Partners and Thrivent Advisor Network, LLC are not affiliated companies. DISCLOSURES
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