To Build a Successful Firm, You Must Invest in a Healthy Employee Culture

Generosity & Education Center

To Build a Successful Firm, You Must Invest in a Healthy Employee Culture

Advent Partners’ Managing Partner Jim Dunlop was recently featured in InvestmentNews. In his article, Jim shares how investing in a strong firm culture has transformed our team, boosted morale, and helped us attract top talent. His insights highlight why intentional culture-building isn’t just good for employees—it’s a key driver of business success.

Events

Food Drive Prep for Ruth’s Harvest

Join Advent Partners as we help prepare for Ruth’s Harvest’s Food Drive. Ruth’s Harvest is a local ministry that provides

August 5, 2026

Weekly Market Updates

August 3 Market Update

The Federal Reserve held interest rates steady again this week, though the decision wasn’t unanimous — several regional Fed presidents

August 5, 2026

Chris VanHart and the weekly market update thumbnail

Weekly Market Updates

July 30 Market Update

What’s driving markets this week? A packed economic calendar — the Federal Reserve’s rate decision, GDP data from the US

July 30, 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.