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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.

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  • Articles, Tax Strategies

Top Tax Strategies for Your Long-Term Success | Advent Partners

Don't just save on taxes today, plan for future savings as well. Discover the top tax strategies that will set

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  • Weekly Market Updates

Jan 9 2024 Market Commentary

In this week’s Market Update video, Jamie French discusses “soft landings,” the impact of Apple stock on the Market,

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  • Weekly Market Updates

Jan 4 2024 Market Commentary

Please watch the first Market Update video of 2024! Chris VanHart discusses resolutions and habits for the new year.

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  • Articles, Charitable Planning

Charitable Contributions: How to Maximize Your Tax Benefits

Give wisely with our free charitable contribution planning tips. Discover 5 ways to improve your tax savings and amplify your

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  • Team Member Spotlights

Advent Partners Spotlight: Jamie French

Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside

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  • Weekly Market Updates

Dec 14 2023 Market Commentary

In this week’s Market Update video, Christopher VanHart discusses an early Christmas present from the Fed!

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  • Weekly Market Updates

Dec 06 2023 Market Commentary

In this week’s Market Update video, Jeremy Reed discusses recent performances by the “Magnificent Seven” and bonds.

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  • Weekly Market Updates

Nov 22 2023 Market Commentary

In this week’s market update video, Jamie French discusses gratefulness going into the holiday season.

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  • Team Member Spotlights

Advent Partners Spotlight: Jim Dunlop

Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside

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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.

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