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.
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The One Big Beautiful Bill Act Summary – A Visual Guide
Complete the form below to access your free PDF guide.
By submitting this form, you are consenting to receive marketing emails from: Advent Partners, 1400 Proline Place, Suite 100, Gettysburg, PA, 17325, https://adventpartnersfp.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
Generosity & Education Center
May 08 2026 Market Update Video
What’s driving the market this week? 📊
In this week’s Market Update, Jim Dunlop breaks down three key stories investors are watching closely:
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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?