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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

7 Tax Deferral Strategies to Help Boost Your Long-Term Wealth

Taxes may be inevitable—but paying certain taxes can often be timed in your favor if you know how to employ

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  • Articles

The College Affordability Myth: Why Private Education May Cost Less Than You Think

The following guest editorial by managing partner Jim Dunlop appeared in the August 23, 2025 edition of PennLive. Subscribers can

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  • Downloadable Tools

The One Big Beautiful Bill Act Summary Guide

Get an easy-to-follow overview of the OBBB’s major changes to our tax laws, which could affect your personal financial planning.

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  • Weekly Market Updates

Aug 21 2025 Market Update Video

In this week’s Market Update, Jamie French breaks down the markets and S&P returns — and shares details on the

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  • Economic Updates

Q3 2025 Economic Update

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  • Articles, Charitable Planning

6 Ways to Improve Your Charitable Planning Now

If you sometimes worry that your approach to charitable planning isn’t quite as strategic as it should be, you’re not

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  • Articles

The Central Penn Business Journal’s 2025 Power List for Banking, Finance, Accounting, and Wealth Management

Advent Partners’ Managing Partner Jamie French was recently named on The Central Penn Business Journal’s 2025 Power List for Banking,

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  • Weekly Market Updates

Aug 04 2025 Market Update Video

The Fed made its latest interest rate announcement—but what does it mean for investors?

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You can't take it with you podcast
  • You Can’t Take it With You Podcast

Restoring Hope for At-Risk Youth Through Faith and Giving With Matthew Reichart

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Matthew Reichart, Executive Director

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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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