Ph: 717-525-9535

Client Login
Contact Us
Generosity & Education Center

Grow Your Generosity. Expand Your Know-How.

Financial wellness starts with understanding. That’s why we created the Advent Partners Education Center—a growing library of tools, videos, updates, and resources designed to help you make confident, informed decisions for yourself, your family, your business, and your giving.

Filter By Category

Search Insights

You can't take it with you podcast
  • Generosity Podcast

Generosity Across Borders: Small Acts, Big Impact With Rukhsana Rahman

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Rukhsana Rahman, Advisor to

Read More

  • Uncategorized

Generosity Across Borders: Small Acts, Big Impact With Rukhsana Rahman

In this episode of You Can't Take it With You, host Jim Dunlop sits down with Rukhsana Rahman, Advisor to

Read More

  • Weekly Market Updates

Aug 26 2024 Market Update Video

In this week's market update video, Jeremy Reed discusses personal and political biases compared to historical market performance.

Read More

  • Weekly Market Updates

Aug 19 2024 Market Update Video

Please watch a quick market update video by Chris VanHart..

Read More

  • Economic Updates

Q3 2024 Economic Update

Read More

vintage typewriter with the word update typed on paper
  • Weekly Market Updates

Aug 05 2024 Update Video

Please watch a quick market update video by Jim Dunlop.

Read More

  • Weekly Market Updates

July 23 2024 Update Video

Please watch our most recent market update video. Colin Bernd discusses shifts in market sentiment as well as small firm

Read More

  • Articles, Financial Planning for Business Owners

6 Wealth Management Essentials for Every Business Owner

As a business owner, neglecting your personal finances is a risky move. Learn how to protect yourself with these 6

Read More

  • Weekly Market Updates

July 12 2024 Update Video

Please watch our most recent market update video. Chris VanHart discusses local and market history, low volatility index numbers, and

Read More

Financial Resources Designed to Elevate Your Own Resources

You don’t need a finance degree to stay informed. Our updates are designed for real people who want real insight. Smart giving starts with smart planning, which is why many of our articles and tools are built around philanthropic strategies, estate planning, and faith-based generosity.
We want you to feel equipped not just to give, but to give well.

Your Financial Planning Journey Starts Here

Our financial advisors have the experience and know-how to apply these Education Center strategies directly into your own life. Ready to take the first step? Simply schedule a no-obligation phone call.

Let’s Start the Conversation
To learn more about the privacy of your information, visit our privacy policy.