Pre-Retirement Checklist

Ph: 717-525-9535

Generosity & Education Center

Review more than 30 financial planning factors you need to check off your to-do list before you exit the workforce.

Events

Declutter and Donate Day

In honor of National Clutter Awareness Week, Advent Partners is hosting a community Declutter & Donate Day. It is a

July 16, 2026

Events

Back-to-School Supplies Drive

Summer has just begun, but it’s not too early to start thinking about next school year! This summer, our Camp

July 8, 2026

Market Commentary

July 2 Market Update Video

Gretchen Duda breaks down this week’s market moves: AI stock volatility, Oracle’s steep drop, Alphabet joining the Dow, Bitcoin’s ongoing

July 2, 2026

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.