Interested in learning more …

about our merger & acquisition process and what it means for your firm and clients? Connect with our team today.

The Gift of Financial Partnership

Financial Advisory Firms

Looking to retire and want to ensure your clients are in good hands?
Interested in joining forces with a likeminded financial planning partner in an effort to diversify your service offerings?
Need additional support when it comes to managing the day-to-day of your financial advisory firm?

Advent Partners is ready to help your firm get to where you want to go.

At Advent Partners, we help people achieve long-term peace of mind while also amplifying their ability to do good for others. We are a growing team that’s always open to opportunities to expand our reach and partner with other financial planners whose ideals align with ours. One way we’re able to do this is through firm mergers and acquisitions. With this process, we’re able to give more individuals the ability to make a positive difference for their families, their businesses, their communities, and the world through financial safety and stability.

You Want What’s Best for Your Clients & So Do We

Through our partnership, we’ll help your clients stay Ready for Good—a philosophy that’s centered on using financial wellness to assist people in achieving their goals and using their money to uplift others and make an impact. With a focus on individuals and families, women, small business owners, and those interested in faith-based planning, we’ll ensure your clients are financially prepared for every stage of life.

Who We Serve

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.

Women

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.

Partnership That Unlocks New Possibilities

Sometimes it takes more than just acting in a client’s best financial interest to give them peace of mind for the future. Through your collaboration with Advent Partners, your clients will have access to clear financial solutions and additional resources and tools to help them feel set for life.

Our Set.Ready.Go.™ Process for Financial Wellness

SET

We set the stage for a true partnership. This means getting to know your clients, their vision, their values, and their current financial picture.

READY

We build a comprehensive financial plan designed to keep your clients ready for all of life’s what-ifs—and ready to make a difference in their world.

GO

Depending on which Advent Partners solution your clients choose, we’ll manage their plan and investments for them or make sure they have the tools to execute their plan to its greatest power.

What Clients Can Expect

  • Complimentary introductory meeting
  • 2-3 discovery sessions
  • 118-Point Financial Readiness CheckupTM

What Clients Can Expect

  • 2-3 strategy sessions
  • Comprehensive financial plan
  • Education-first approach to guide them through their options

What Clients Can Expect

  • Ongoing check-in sessions
  • Out-of-office advocacy with their other advisors
  • More philanthropic power

SET

We set the stage for a true partnership. This means getting to know your clients, their vision, their values, and their current financial picture.

What Clients Can Expect

  • Complimentary introductory meeting
  • 2-3 discovery sessions
  • 118-Point Financial Readiness CheckupTM

READY

We build a comprehensive financial plan designed to keep your clients ready for all of life’s what-ifs—and ready to make a difference in their world.

What Clients Can Expect

  • 2-3 strategy sessions
  • Comprehensive financial plan
  • Education-first approach to guide them through their options

GO

Depending on which Advent Partners solution you choose, we’ll manage your plan and investments for you or make sure you have the tools to  execute your plan to its greatest power.

What Clients Can Expect

  • Ongoing check-in sessions
  • Out-of-office advocacy with your other advisors
  • More philanthropic power

The process and deliverables can vary based on which Advent Partners solution is chosen. Please explore our solutions to learn more and contact us for complete details.

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