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.
Generosity & Education Center
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 and other updates.
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By Jamie French When markets drop, we tend to hear from clients all wondering the same thing: Does this change
November 5 Market Update: How Stocks Reacted to the 2026 Midterms
Colin Bernd explains how stocks reacted to the 2026 midterm elections, why oil and AI stocks fell, and what history
The Clients We Serve
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?