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Who We Help

The Financial Planner for People Who Believe in Making a Difference

No matter where you are in life, Advent Partners is here to give you more than just a sound financial strategy. We’re here to help you achieve true financial stability and wellness—so that you can create good things for your family, your business, your community, and your world.

Is Advent Partners a Good Fit for Me?

I value financial security and stability.
I see money as a means to an end, not the end itself.
I want to give back to the people and causes that matter to me.
I am a disciplined saver.
I want to be more strategic with my wealth.
I want a financial advisor who is a true partner.

A Financial Partner That Embraces Who You Are

Individuals & Families

There’s no one else on earth quite like you. Your financial plan should reflect that. We’ll help you not only achieve financial stability—however you define it—we’ll also help you put the tools in place to support the people and causes you care about.


From caring for aging parents to averaging longer lifespans, women often face a unique set of financial challenges. We’ll help you understand—and prepare—for every detail so that you can live fearlessly.

Small Business Owners

Advent Partners can help you navigate all the financial complexities of your business—from capital allocation to succession planning—and develop an integrated personal and business plan that maximizes your saving and earning opportunities.

Faith-Based Planning

Our team includes Certified Kingdom Advisors® who can provide you with biblically sound financial advice and help you manage your finances in a manner that upholds your Christian values.

Ready at Every Stage of Life

Every chapter in your life has different challenges, goals, and priorities. We can help you and your family be financially ready for all of them.

Young Professional


Planning for Retirement


Support for Attorneys, CPAs & Gift Planners

Advent Partners works closely with attorneys, accountants, and development professionals to ensure we’re doing all that we can to support the individuals, families, and small business owners in our community. If you have a client who could benefit from a sound and charitable-minded financial plan, please contact us to discuss how we can be of service.