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Who We Serve

Real People.
Real Goals.
Real Life Planning.

At Advent Partners, we don’t believe in one-size-fits-all advice. Your life, values, and challenges are uniquely yours, so your financial planning should be too. Whether you’re navigating retirement, managing a business, supporting aging parents, or living out a faith-based vision of generosity, we walk alongside you with empathy, clarity, and a whole lot of heart.

Let’s Start the Conversation

Financial Planning for Families & Professionals

You’ve worked hard, saved intentionally, and now you’re asking, What’s next? Whether you’re 10 years from retirement or already there, we help families and professionals build plans that reflect both goals and generosity.

Challenges We Hear

  • “Do I have enough to retire—and stay retired?”
  • “How do I support my kids and give to causes I care about?”
  • “I’m organized in every area but finances.”
  • “I need someone who can talk to me, not at me.”

How We Help

We take your story seriously and structure a plan that supports what matters most. From retirement income streams to tax-smart gifting, we provide education-rich, values-rooted advice. Our goal is that you’ll leave every meeting feeling informed and equipped to bless your family and community for years to come.

Happy family hugging one another

Empowering Women With Confident Financial Planning

You’re balancing aging parents, kids, careers, communities, and (somewhere in the middle) your own financial future. We help women in every season take ownership of their money story, their goals, and their next chapter.

Advent Partner team working together

Challenges We Hear

  • “I’ve always let my spouse handle the finances, so where do I start?”
  • “What happens if something happens to me—or them?”
  • “I want to be generous, but I also want to be okay.”
  • “I just need it explained in human terms.”

How We Help

We bring empathy, clarity, and real-world experience to every conversation. Whether you’re a widow navigating estate issues, a business owner managing cash flow, or a caregiver trying to stay afloat, we walk with you. Education is at the core of our process, so you always know the “why” behind every plan.

Financial Planning Strategies for Business Owners

You built something from the ground up, and now you’re thinking about how to run it, grow it, or transition out of it without dropping the ball (or the baton). We specialize in integrated financial planning for business owners across Central PA and beyond.

Challenges We Hear

  • “How do I separate my business finances from my personal goals?”
  • “I’m too busy running the business to think about leaving it.”
  • “I want to retire eventually… I think?”
  • “Is there a smarter way to give without paying extra taxes?”

How We Help

We don’t just manage your portfolio, we help manage your future. From succession plans to retirement accounts to exit strategies, we help you make decisions that serve both your bottom line and your long-term vision. And yes, we know your time is limited. That’s why we keep things clear, actionable, and collaborative.
View of Harrisburg bridges and rivers

Financial Planning Rooted in
Faith & Generosity

For many of our clients, financial decisions are more than just practical. They’re also deeply spiritual. With Certified Kingdom Advisor® (CKA) professionals on our team, we offer planning that reflects biblical wisdom, generosity, and stewardship.

Tree during the sunrise

Challenges We Hear

  • “I want my finances to reflect my values, so where do I start?”
  • “How do I give joyfully and wisely?”
  • “I’d love an advisor who understands why faith matters to me.”
  • “I don’t want to just leave money; I want to leave meaning.”

How We Help

We integrate faith and finances without judgment, assumptions, or pressure. Whether it’s legacy planning, charitable giving, or simply managing daily financial decisions through a Christian lens, we help you live generously and plan intentionally.
What Is CKA?
Visit the CKA Website

A Values-Driven Approach for Every Client

No matter your life stage, profession, or goals, our approach stays rooted in what we believe matters most.

We serve individuals and families with $1M+ in assets throughout Central PA, including professionals from WellSpan and Penn State Health, state workers and educators navigating PSERS, Realtors, entrepreneurs, and generous families building legacies they’re proud of.

Generosity that fuels joyful impact

Relationships built on trust and time

Excellence in every detail

Authenticity in every conversation

Fun—because planning doesn’t have to be painful

The Impact of Our Advisor Collaboration

We’re always interested in partnerships that unlock new possibilities. Sometimes it takes more than just acting in a client’s best financial interest to give them confidence for the future. Through your collaboration with Advent Partners, your clients have access to clear financial solutions and additional resources and tools to help them feel set for life.

See How We Collaborate
Advent Partner team working together

Do You See Yourself in One of These Profiles?

If you recognize yourself—or someone you love—in these stories, let’s talk. Whether you’re ready to dive in or just need a sounding board, we’re here for the real-life, values-driven planning that makes a difference.
Let’s Start the Conversation

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