Generosity & Education Center

Jan 15 2026 Market Update Video

What does recent inflation data mean for investors? How did markets shape up in 2025—and what could the new year bring? Jamie French covers it all in this week’s market update, offering perspective to help you move forward with confidence.

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The Clients We Serve

They come to us for more than just strategy. Our clients seek conversations that feel like they matter. Because they do.

Our clients are as unique as their plans, but they tend to share a few things in common:

Ready for a Plan That Reflects the Whole You?

Navigating retirement? Selling a business? Wondering how to pass on more than just money? We’re ready when you are. At Advent Partners, financial planning can be transformational. And you don’t have to do it alone.