Jim Dunlop Named to AdvisorHub's 100 Advisors to Watch List for 2025

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Jim Dunlop Named to AdvisorHub’s 100 Advisors to Watch List for 2025

🎉 Big congratulations to Jim Dunlop on being named to AdvisorHub’s 100 Advisors to Watch – 2025!

Jim’s leadership and commitment to excellence have earned him a spot among the largest and fastest-growing practices led by advisors under 45.

We’re excited to celebrate this well-earned recognition!

🔗 Check out the full list here: https://www.advisorhub.com/advisors-to-watch-next-gen-2025/

Weekly Update with Ken and Jim from Advent Partners

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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:

They’re disciplined savers with $1M+ in investable assets.
They care deeply about family, faith, and making a difference.
They want guidance that simplifies, not overwhelms.
They’re professionals, retirees, business owners, and big-hearted givers across Central PA and beyond.

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.