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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, Financial Planning for Business Owners

Financial Planning for Business Owners: A Starter Guide

Financial Planning for Business Owners

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  • Team Member Spotlights

Advent Partners Spotlight: Holly Rosensteel

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

Sept 19 2023 Market Commentary

In this week’s Market Update video, Chris VanHart discusses home purchase trends, mortgage rates and reflects on the post-9/11 housing

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  • Weekly Market Updates

Aug 31 2023 Market Commentary

In this week’s Market Commentary video, Jamie French talks about recent S&P performance and the impact of AI driven technology.

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  • Economic Updates

Q3 2023 Economic Update

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  • Downloadable Tools

8 Questions for Prospective College Students to Ask at a College Visit

This resource is helpful for high school students (and parents!) to prepare for college visits.

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  • Team Member Spotlights

Advent Partners Spotlight: Chris VanHart

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

July 27, 2023 Market Commentary

July 27, 2023 In this week’s Market Update video, Jeremy Reed discusses the 11th interest rate hike since March 2022

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  • Team Member Spotlights

Advent Partners Spotlight: Sheri Williams

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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