Advent Partners offers two financial planning solutions that make it easier for you to achieve both financial peace of mind and greater philanthropic power. No matter which option you choose, our exclusive Set.Ready.GoTM process is integrated throughout to make your entire experience clear, simple, and educational.
Monthly Fee Based on Complexity:
$150 to $600+
Annual Fee Based on Assets Under Management:
0.55% to 1.65%
Our process and deliverables can vary based on which Advent Partners solution you choose. Please contact us for complete details.
Our Certified Financial Planners® evaluate and monitor more than 100 factors that can impact your financial wellness—down to your auto insurance policies and identity theft risk—to make sure you’re protected from all of life’s what-ifs.
We believe that financial literacy is the cornerstone of financial wellness. With our education-first approach, you’ll have a clear-eyed, jargon-free understanding of where your money is, where it’s going, and what tools make the most sense for achieving your financial goals.
Our support doesn’t end in our office. We’ll prepare, schedule, and advocate for you at meetings with your attorney, CPA, and other professional service providers to ensure that your entire team is aligned and looking out for your financial wellness.
From smarter tax strategies to free programs like Thrivent Choice Dollars, we give you more ways to safely and securely support the people and causes that matter to you.
With every Advent Partners plan, we make sure every aspect of your financial wellness is covered, so that you’re financially prepared, protected, and purposeful.
Phone: 866-334-5451
Fax: 717-334-8680
Gettysburg Office
1400 Proline Place, Suite 100
Gettysburg, PA 17325
Camp Hill Office
214 Senate Avenue, Suite 100
Camp Hill, PA 17011
Advent Partners is a part of Thrivent Advisor Network, LLC (“Thrivent”), a Registered Investment Adviser (“RIA”), located in the State of Minnesota. Thrivent provides investment advisory and related services for clients nationally. Thrivent will maintain all applicable registration and licenses as required by the various states in which Thrivent conducts business, as applicable. Thrivent renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Advent Partners and Thrivent Advisor Network, LLC are not affiliated companies. DISCLOSURES
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