Advent Partners is the financial planning partner that gives you the financial safety and stability to make a difference in your world. Our approach to financial planning is designed to help you achieve long-term peace of mind while also amplifying your ability to do good for others.
At Advent Partners, we do more than act in your best financial interest. We actively help you achieve true financial wellness. Here’s how we go above and beyond the typical fee-free fiduciary firm.
Clients are supported by a high-character and high-competence team who will work collaboratively with THEIR team (attorneys, CPAs, other professionals).
We invest in the technical expertise of our team, and we take an education first approach with clients, so that they understand the why behind our advice.
Using tax-smart strategies, we help clients multiply the charitable impact they can have as part of a comprehensive plan.
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
Download the Form CRS Relationship Summary – TAN
Download the Form CRS Relationship Summary – TIMI
Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “TAN”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures (Form ADV Part 2A and 2A Appendix 1 brochures) for a full description of services, fees and expenses, available at Thriventadvisornetwork.com. Thrivent Advisor Network, LLC’s Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons. Download Thrivent Advisor Network’s (TAN’s) Client Relationship Summary (CRS) at TAN CRS form.
Advisory Persons of TAN provide advisory services under a “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.
Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and Advent Partners are not affiliated companies. DISCLOSURES
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